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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 | $17,566 | $63,354-72.3% | $94,105-81.3% | $82,637-78.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 71.9%+28.1pp | 68.1%+31.9pp |
| Annual return | 10.06% | 34.36%-24.3pp | 204.55%-194.5pp | 53.51%-43.4pp |
| Employer contribution / active EE | $2,434 | $1,760+38.3% | $2,504-2.8% | $2,552-4.6% |
| Participant deferral / active EE | $2,324 | $2,873-19.1% | $3,881-40.1% | $4,126-43.7% |
| Admin fee / account holder | $1,865 | $5,073-63.2% | $6,199-69.9% | $7,339-74.6% |