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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 | $57,556 | $85,766-32.9% | $136,297-57.8% | $70,124-17.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.63% | 31.45%-17.8pp | 5156.19%-5142.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,982 | $2,966-33.2% | $4,696-57.8% | $2,342-15.4% |
| Participant deferral / active EE | $3,543 | $5,051-29.9% | $6,247-43.3% | $3,332+6.3% |
| Admin fee / account holder | $998 | $5,420-81.6% | $9,244-89.2% | $4,645-78.5% |