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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 | $26,117 | $124,330-79.0% | $109,173-76.1% | $167,536-84.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.99% | 26.04%-22.1pp | 25.75%-21.8pp | 478.82%-474.8pp |
| Employer contribution / active EE | $1,553 | $4,209-63.1% | $3,723-58.3% | $4,839-67.9% |
| Participant deferral / active EE | $9,171 | $5,256+74.5% | $4,654+97.1% | $6,342+44.6% |
| Admin fee / account holder | $1,097 | $7,974-86.2% | $6,755-83.8% | $12,315-91.1% |