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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 | $32,547 | $81,262-59.9% | $155,602-79.1% | $80,911-59.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.93% | 33.34%-24.4pp | 64.81%-55.9pp | 35.63%-26.7pp |
| Employer contribution / active EE | $1,920 | $3,102-38.1% | $4,675-58.9% | $2,756-30.3% |
| Participant deferral / active EE | $2,793 | $3,451-19.1% | $5,629-50.4% | $4,297-35.0% |
| Admin fee / account holder | $3,598 | $7,992-55.0% | $15,923-77.4% | $6,935-48.1% |