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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 | $59,846 | $110,379-45.8% | $102,412-41.6% | $145,884-59.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.37% | 24.84%-16.5pp | 24.94%-16.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $3,023 | $4,216-28.3% | $3,870-21.9% | $4,662-35.2% |
| Participant deferral / active EE | $6,571 | $5,622+16.9% | $5,060+29.8% | $6,690-1.8% |
| Admin fee / account holder | $1,157 | $9,745-88.1% | $8,388-86.2% | $13,392-91.4% |