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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 | $43,534 | $62,672-30.5% | $185,117-76.5% | $70,126-37.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 10.38% | 40.79%-30.4pp | 40.50%-30.1pp | 73.15%-62.8pp |
| Employer contribution / active EE | $2,845 | $1,753+62.3% | $4,182-32.0% | $2,343+21.4% |
| Participant deferral / active EE | $2,855 | $3,272-12.7% | $5,045-43.4% | $3,332-14.3% |
| Admin fee / account holder | $673 | $3,932-82.9% | $8,159-91.8% | $4,645-85.5% |