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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 | $42,015 | $103,392-59.4% | $87,104-51.8% | $152,897-72.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 8.78% | 28.10%-19.3pp | 28.19%-19.4pp | 345.43%-336.6pp |
| Employer contribution / active EE | $2,189 | $3,221-32.0% | $2,521-13.2% | $4,764-54.0% |
| Participant deferral / active EE | $4,720 | $4,778-1.2% | $4,048+16.6% | $5,851-19.3% |
| Admin fee / account holder | $1,443 | $12,194-88.2% | $7,491-80.7% | $11,599-87.6% |