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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 | $55,177 | $78,690-29.9% | $161,489-65.8% | $87,485-36.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.41% | 32.74%-20.3pp | 89.72%-77.3pp | 26.06%-13.7pp |
| Employer contribution / active EE | $3,045 | $2,588+17.7% | $4,268-28.7% | $2,596+17.3% |
| Participant deferral / active EE | $3,609 | $3,311+9.0% | $5,630-35.9% | $4,274-15.6% |
| Admin fee / account holder | $3,763 | $6,724-44.0% | $16,006-76.5% | $7,775-51.6% |