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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 | $32,547 | $91,198-64.3% | $178,503-81.8% | $79,856-59.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.25% | 24.20%-16.9pp | 151.12%-143.9pp | 31.71%-24.5pp |
| Employer contribution / active EE | $3,194 | $3,257-1.9% | $5,011-36.3% | $2,471+29.3% |
| Participant deferral / active EE | $4,328 | $3,237+33.7% | $5,202-16.8% | $3,741+15.7% |
| Admin fee / account holder | $4,692 | $6,748-30.5% | $13,987-66.5% | $5,306-11.6% |