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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 | $59,196 | $85,171-30.5% | $172,753-65.7% | $72,976-18.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 1.32% | 27.32%-26.0pp | 803.00%-801.7pp | 81.02%-79.7pp |
| Employer contribution / active EE | $2,960 | $3,324-11.0% | $5,144-42.5% | $2,440+21.3% |
| Participant deferral / active EE | $1,369 | $3,260-58.0% | $5,198-73.7% | $3,608-62.1% |
| Admin fee / account holder | $1,339 | $5,880-77.2% | $13,956-90.4% | $5,124-73.9% |