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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 | $40,943 | $93,589-56.3% | $135,942-69.9% | $75,181-45.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.30% | 30.90%-17.6pp | 68.28%-55.0pp | 160.69%-147.4pp |
| Employer contribution / active EE | $3,646 | $3,537+3.1% | $4,858-24.9% | $2,671+36.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,169 | $6,977-83.2% | $10,764-89.1% | $5,650-79.3% |