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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 | $35,635 | $49,976-28.7% | $66,674-46.6% | $82,637-56.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 12.15% | 39.09%-26.9pp | 321.24%-309.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,958 | $1,988-1.5% | $2,620-25.3% | $2,552-23.3% |
| Participant deferral / active EE | $3,389 | $2,847+19.1% | $4,084-17.0% | $4,126-17.9% |
| Admin fee / account holder | $979 | $4,594-78.7% | $5,098-80.8% | $7,339-86.7% |