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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 | $26,565 | $58,099-54.3% | $76,902-65.5% | $75,177-64.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 12.48% | 26.71%-14.2pp | 37.91%-25.4pp | 160.75%-148.3pp |
| Employer contribution / active EE | $3,072 | $1,996+54.0% | $2,534+21.2% | $2,671+15.0% |
| Participant deferral / active EE | $3,103 | $2,999+3.4% | $3,833-19.1% | $4,126-24.8% |
| Admin fee / account holder | $11,191 | $4,778+134.2% | $5,479+104.3% | $5,651+98.0% |