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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 | $50,064 | $51,638-3.0% | $68,368-26.8% | $82,448-39.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.58% | 37.53%-24.9pp | 292.57%-280.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $496 | $2,047-75.8% | $2,649-81.3% | $2,551-80.6% |
| Participant deferral / active EE | $3,217 | $2,914+10.4% | $4,123-22.0% | $4,139-22.3% |
| Admin fee / account holder | $2,295 | $4,643-50.6% | $5,150-55.4% | $7,234-68.3% |