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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 | $46,890 | $51,202-8.4% | $70,548-33.5% | $75,181-37.6% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 9.52% | 30.05%-20.5pp | 32.78%-23.3pp | 160.69%-151.2pp |
| Employer contribution / active EE | $7,667 | $1,827+319.7% | $2,975+157.7% | $2,671+187.1% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,789 | $4,094-7.5% | $6,424-41.0% | $5,650-32.9% |