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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 | $110,337-58.7% | $102,383-55.5% | $145,877-68.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.41% | 24.83%-17.4pp | 24.94%-17.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,450 | $4,216-65.6% | $3,870-62.5% | $4,663-68.9% |
| Participant deferral / active EE | $2,932 | $5,621-47.8% | $5,060-42.1% | $6,691-56.2% |
| Admin fee / account holder | $29,544 | $9,750+203.0% | $8,391+252.1% | $13,402+120.4% |