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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 | $30,951 | $81,233-61.9% | $155,567-80.1% | $80,874-61.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.22% | 33.33%-26.1pp | 64.74%-57.5pp | 35.62%-28.4pp |
| Employer contribution / active EE | $856 | $3,101-72.4% | $4,674-81.7% | $2,756-68.9% |
| Participant deferral / active EE | $2,548 | $3,452-26.2% | $5,628-54.7% | $4,297-40.7% |
| Admin fee / account holder | $7,815 | $7,998-2.3% | $15,916-50.9% | $6,935+12.7% |