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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 | $28,954 | $91,167-68.2% | $178,498-83.8% | $79,858-63.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.11% | 24.19%-19.1pp | 151.09%-146.0pp | 31.72%-26.6pp |
| Employer contribution / active EE | $5,455 | $3,255+67.6% | $5,011+8.9% | $2,471+120.8% |
| Participant deferral / active EE | $3,027 | $3,236-6.4% | $5,202-41.8% | $3,740-19.1% |
| Admin fee / account holder | $759 | $6,747-88.7% | $13,985-94.6% | $5,306-85.7% |