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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 | $73,548 | $117,444-37.4% | $99,479-26.1% | $152,909-51.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 1.97% | 31.87%-29.9pp | 30.72%-28.7pp | 345.46%-343.5pp |
| Employer contribution / active EE | $6,165 | $3,014+104.6% | $2,540+142.7% | $4,764+29.4% |
| Participant deferral / active EE | $1,567 | $4,086-61.7% | $3,619-56.7% | $5,851-73.2% |
| Admin fee / account holder | $1,052 | $7,635-86.2% | $6,253-83.2% | $11,601-90.9% |