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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 | $83,293 | $62,672+32.9% | $185,117-55.0% | $70,126+18.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 10.59% | 40.79%-30.2pp | 40.50%-29.9pp | 73.15%-62.6pp |
| Employer contribution / active EE | $2,485 | $1,753+41.7% | $4,182-40.6% | $2,343+6.1% |
| Participant deferral / active EE | $4,119 | $3,272+25.9% | $5,045-18.4% | $3,332+23.6% |
| Admin fee / account holder | $2,333 | $3,932-40.7% | $8,159-71.4% | $4,645-49.8% |