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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 | $81,276-61.9% | $155,574-80.1% | $80,925-61.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.22% | 33.36%-26.1pp | 64.87%-57.6pp | 35.65%-28.4pp |
| Employer contribution / active EE | $856 | $3,103-72.4% | $4,676-81.7% | $2,756-68.9% |
| Participant deferral / active EE | $2,548 | $3,453-26.2% | $5,629-54.7% | $4,299-40.7% |
| Admin fee / account holder | $7,815 | $7,993-2.2% | $15,914-50.9% | $6,940+12.6% |