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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 | $45,542 | $110,410-58.8% | $102,437-55.5% | $145,897-68.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.41% | 24.85%-17.4pp | 24.95%-17.5pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,450 | $4,217-65.6% | $3,871-62.5% | $4,663-68.9% |
| Participant deferral / active EE | $2,932 | $5,622-47.8% | $5,060-42.1% | $6,689-56.2% |
| Admin fee / account holder | $29,544 | $9,745+203.2% | $8,388+252.2% | $13,390+120.6% |