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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 | $64,408 | $41,377+55.7% | $109,313-41.1% | $62,881+2.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 4.79% | 11.05%-6.3pp | 22.07%-17.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,988 | $1,276+55.8% | $3,892-48.9% | $2,281-12.8% |
| Participant deferral / active EE | $5,474 | $2,045+167.7% | $3,166+72.9% | $3,203+70.9% |
| Admin fee / account holder | $16,414 | $2,884+469.1% | $5,666+189.7% | $4,296+282.1% |