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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,525 | $201,259-85.8% | $184,200-84.5% | $145,959-80.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.06% | 28.98%-21.9pp | 28.80%-21.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $1,991 | $7,018-71.6% | $6,424-69.0% | $4,661-57.3% |
| Participant deferral / active EE | $3,541 | $9,806-63.9% | $9,132-61.2% | $6,689-47.1% |
| Admin fee / account holder | $1,590 | $16,372-90.3% | $13,907-88.6% | $13,398-88.1% |