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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 | $20,279 | $85,171-76.2% | $172,753-88.3% | $72,976-72.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.59% | 27.32%-21.7pp | 803.00%-797.4pp | 81.02%-75.4pp |
| Employer contribution / active EE | $4,189 | $3,324+26.0% | $5,144-18.6% | $2,440+71.7% |
| Participant deferral / active EE | $2,772 | $3,260-15.0% | $5,198-46.7% | $3,608-23.2% |
| Admin fee / account holder | $2,464 | $5,880-58.1% | $13,956-82.3% | $5,124-51.9% |