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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 | $31,094 | $84,236-63.1% | $170,435-81.8% | $70,126-55.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.01% | 23.06%-11.1pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $3,075 | $3,387-9.2% | $5,432-43.4% | $2,343+31.3% |
| Participant deferral / active EE | $4,445 | $3,086+44.1% | $4,939-10.0% | $3,332+33.4% |
| Admin fee / account holder | $2,852 | $5,698-49.9% | $13,881-79.5% | $4,645-38.6% |