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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 | $47,909 | $103,038-53.5% | $90,324-47.0% | $152,909-68.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.18% | 95.25%-92.1pp | 78.15%-75.0pp | 345.46%-342.3pp |
| Employer contribution / active EE | $2,500 | $3,141-20.4% | $2,856-12.5% | $4,764-47.5% |
| Participant deferral / active EE | $3,920 | $4,282-8.4% | $3,885+0.9% | $5,851-33.0% |
| Admin fee / account holder | $8,830 | $6,177+43.0% | $5,356+64.9% | $11,601-23.9% |