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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 | $36,551 | $91,179-59.9% | $178,499-79.5% | $79,852-54.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.72% | 24.19%-21.5pp | 151.10%-148.4pp | 31.72%-29.0pp |
| Employer contribution / active EE | $3,812 | $3,256+17.1% | $5,011-23.9% | $2,471+54.3% |
| Participant deferral / active EE | $1,408 | $3,236-56.5% | $5,202-72.9% | $3,740-62.3% |
| Admin fee / account holder | $4,963 | $6,749-26.5% | $13,986-64.5% | $5,306-6.5% |