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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 | $32,664 | $84,236-61.2% | $170,435-80.8% | $70,126-53.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.72% | 23.06%-12.3pp | 205.94%-195.2pp | 73.15%-62.4pp |
| Employer contribution / active EE | $2,402 | $3,387-29.1% | $5,432-55.8% | $2,343+2.5% |
| Participant deferral / active EE | $1,796 | $3,086-41.8% | $4,939-63.6% | $3,332-46.1% |
| Admin fee / account holder | $1,271 | $5,698-77.7% | $13,881-90.8% | $4,645-72.6% |