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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 | $75,543 | $88,672-14.8% | $105,223-28.2% | $82,448-8.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 8.12% | 30.86%-22.7pp | 180.65%-172.5pp | 41.64%-33.5pp |
| Employer contribution / active EE | $1,429 | $3,048-53.1% | $3,689-61.3% | $2,551-44.0% |
| Participant deferral / active EE | $2,498 | $4,036-38.1% | $5,072-50.7% | $4,139-39.7% |
| Admin fee / account holder | $27,707 | $7,146+287.7% | $8,859+212.8% | $7,234+283.0% |