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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 | $44,119 | $76,551-42.4% | $123,894-64.4% | $62,881-29.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -2.00% | 18.68%-20.7pp | 47.52%-49.5pp | 20.14%-22.1pp |
| Employer contribution / active EE | $5,498 | $2,882+90.7% | $4,617+19.1% | $2,281+141.0% |
| Participant deferral / active EE | $4,834 | $4,840-0.1% | $5,984-19.2% | $3,203+50.9% |
| Admin fee / account holder | $4,140 | $4,826-14.2% | $8,357-50.5% | $4,296-3.6% |