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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 | $45,884 | $154,228-70.2% | $145,433-68.4% | $137,256-66.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 1.07% | 74.59%-73.5pp | 66.58%-65.5pp | 220.34%-219.3pp |
| Employer contribution / active EE | $994 | $4,804-79.3% | $4,554-78.2% | $4,156-76.1% |
| Participant deferral / active EE | $19,399 | $8,216+136.1% | $7,897+145.6% | $6,407+202.8% |
| Admin fee / account holder | $6,036 | $14,344-57.9% | $13,129-54.0% | $12,270-50.8% |