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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 | $65,454 | $126,113-48.1% | $116,096-43.6% | $155,188-57.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 4.09% | 391.72%-387.6pp | 326.25%-322.2pp | 148.84%-144.7pp |
| Employer contribution / active EE | $1,298 | $2,672-51.4% | $2,503-48.1% | $4,248-69.4% |
| Participant deferral / active EE | $4,257 | $4,162+2.3% | $3,952+7.7% | $6,531-34.8% |
| Admin fee / account holder | $5,434 | $8,045-32.5% | $7,704-29.5% | $14,480-62.5% |