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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 | $47,938 | $62,672-23.5% | $185,117-74.1% | $70,126-31.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 10.20% | 40.79%-30.6pp | 40.50%-30.3pp | 73.15%-63.0pp |
| Employer contribution / active EE | $2,380 | $1,753+35.8% | $4,182-43.1% | $2,343+1.6% |
| Participant deferral / active EE | $4,558 | $3,272+39.3% | $5,045-9.7% | $3,332+36.8% |
| Admin fee / account holder | $2,747 | $3,932-30.1% | $8,159-66.3% | $4,645-40.9% |