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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 | $82,503 | $111,814-26.2% | $103,374-20.2% | $145,959-43.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.82% | 24.77%-16.0pp | 24.89%-16.1pp | 561.95%-553.1pp |
| Employer contribution / active EE | $3,085 | $4,214-26.8% | $3,869-20.3% | $4,661-33.8% |
| Participant deferral / active EE | $3,085 | $5,618-45.1% | $5,058-39.0% | $6,689-53.9% |
| Admin fee / account holder | $3,534 | $9,754-63.8% | $8,394-57.9% | $13,398-73.6% |