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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 | $39,751 | $81,233-51.1% | $155,567-74.4% | $80,874-50.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 0.00% | 33.33%-33.3pp | 64.74%-64.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $2,824 | $3,101-8.9% | $4,674-39.6% | $2,756+2.5% |
| Participant deferral / active EE | $3,720 | $3,452+7.7% | $5,628-33.9% | $4,297-13.4% |
| Admin fee / account holder | $5,036 | $7,998-37.0% | $15,916-68.4% | $6,935-27.4% |