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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 | $30,775 | $81,208-62.1% | $98,920-68.9% | $79,856-61.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 7.06% | 60.99%-53.9pp | 196.47%-189.4pp | 31.71%-24.6pp |
| Employer contribution / active EE | $525 | $1,960-73.2% | $2,689-80.5% | $2,471-78.8% |
| Participant deferral / active EE | $2,518 | $3,265-22.9% | $4,245-40.7% | $3,741-32.7% |
| Admin fee / account holder | $2,100 | $6,013-65.1% | $6,643-68.4% | $5,306-60.4% |