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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 | $28,817 | $118,877-75.8% | $96,570-70.2% | $167,536-82.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 5.00% | 50.50%-45.5pp | 37.79%-32.8pp | 478.82%-473.8pp |
| Employer contribution / active EE | $3,002 | $3,121-3.8% | $2,357+27.4% | $4,839-38.0% |
| Participant deferral / active EE | $4,625 | $4,617+0.2% | $3,849+20.1% | $6,342-27.1% |
| Admin fee / account holder | $913 | $8,069-88.7% | $6,182-85.2% | $12,315-92.6% |