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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 | $35,919 | $96,731-62.9% | $123,973-71.0% | $86,983-58.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 7.56% | 17.33%-9.8pp | 388.13%-380.6pp | 25.83%-18.3pp |
| Employer contribution / active EE | $7,016 | $3,297+112.8% | $4,126+70.1% | $2,584+171.5% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $778 | $8,722-91.1% | $11,799-93.4% | $7,856-90.1% |