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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 | $46,391 | $71,230-34.9% | $93,727-50.5% | $80,959-42.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 8.56% | 11.26%-2.7pp | 133.83%-125.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $2,411 | $1,565+54.1% | $2,421-0.4% | $2,757-12.5% |
| Participant deferral / active EE | $3,013 | $4,037-25.4% | $4,417-31.8% | $4,300-29.9% |
| Admin fee / account holder | $3,535 | $6,961-49.2% | $8,292-57.4% | $6,925-49.0% |