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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 | $61,125-18.1% | $94,057-46.8% | $87,485-42.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 12.58% | 35.20%-22.6pp | 480.62%-468.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $496 | $2,136-76.8% | $2,933-83.1% | $2,596-80.9% |
| Participant deferral / active EE | $3,217 | $3,260-1.3% | $4,709-31.7% | $4,274-24.7% |
| Admin fee / account holder | $2,295 | $5,629-59.2% | $7,244-68.3% | $7,775-70.5% |