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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 | $36,534 | $78,423-53.4% | $95,964-61.9% | $79,856-54.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 4.33% | 19.37%-15.0pp | 91.64%-87.3pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,250 | $1,945-35.7% | $2,541-50.8% | $2,471-49.4% |
| Participant deferral / active EE | $2,888 | $3,440-16.0% | $4,167-30.7% | $3,741-22.8% |
| Admin fee / account holder | $428 | $5,622-92.4% | $6,797-93.7% | $5,306-91.9% |