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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 | $48,295 | $87,132-44.6% | $105,624-54.3% | $80,959-40.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 4.01% | 17.03%-13.0pp | 116.20%-112.2pp | 35.67%-31.7pp |
| Employer contribution / active EE | $1,547 | $2,397-35.5% | $3,168-51.2% | $2,757-43.9% |
| Participant deferral / active EE | $2,516 | $3,985-36.9% | $5,013-49.8% | $4,300-41.5% |
| Admin fee / account holder | $621 | $8,449-92.6% | $10,961-94.3% | $6,925-91.0% |