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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 | $43,354 | $84,236-48.5% | $170,435-74.6% | $70,126-38.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.89% | 23.06%-15.2pp | 205.94%-198.1pp | 73.15%-65.3pp |
| Employer contribution / active EE | $3,670 | $3,387+8.4% | $5,432-32.4% | $2,343+56.7% |
| Participant deferral / active EE | $3,017 | $3,086-2.2% | $4,939-38.9% | $3,332-9.4% |
| Admin fee / account holder | $1,512 | $5,698-73.5% | $13,881-89.1% | $4,645-67.5% |