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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 | $51,541 | $99,875-48.4% | $146,866-64.9% | $86,983-40.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 6.87% | 28.10%-21.2pp | 102.85%-96.0pp | 25.83%-19.0pp |
| Employer contribution / active EE | $2,012 | $3,224-37.6% | $4,425-54.5% | $2,584-22.2% |
| Participant deferral / active EE | $4,553 | $6,322-28.0% | $7,759-41.3% | $4,194+8.6% |
| Admin fee / account holder | $8,049 | $7,838+2.7% | $13,620-40.9% | $7,856+2.5% |