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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 | $20,187 | $132,099-84.7% | $115,599-82.5% | $138,895-85.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 8.62% | 176.76%-168.1pp | 111.10%-102.5pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,881 | $3,416-44.9% | $2,955-36.4% | $4,194-55.2% |
| Participant deferral / active EE | $2,258 | $5,617-59.8% | $4,889-53.8% | $6,396-64.7% |
| Admin fee / account holder | $2,290 | $15,650-85.4% | $12,841-82.2% | $12,562-81.8% |