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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 | $33,042 | $88,672-62.7% | $105,223-68.6% | $82,448-59.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 10.02% | 30.86%-20.8pp | 180.65%-170.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,332 | $3,048-23.5% | $3,689-36.8% | $2,551-8.6% |
| Participant deferral / active EE | $7,088 | $4,036+75.6% | $5,072+39.8% | $4,139+71.2% |
| Admin fee / account holder | $2,040 | $7,146-71.5% | $8,859-77.0% | $7,234-71.8% |