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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 | $13,805 | $51,638-73.3% | $68,368-79.8% | $82,448-83.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 9.55% | 37.53%-28.0pp | 292.57%-283.0pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,563 | $2,047-23.6% | $2,649-41.0% | $2,551-38.7% |
| Participant deferral / active EE | $2,805 | $2,914-3.7% | $4,123-32.0% | $4,139-32.2% |
| Admin fee / account holder | $2,803 | $4,643-39.6% | $5,150-45.6% | $7,234-61.3% |