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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 | $34,860 | $85,171-59.1% | $172,753-79.8% | $72,976-52.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 10.35% | 27.32%-17.0pp | 803.00%-792.7pp | 81.02%-70.7pp |
| Employer contribution / active EE | $1,850 | $3,324-44.4% | $5,144-64.0% | $2,440-24.2% |
| Participant deferral / active EE | $3,428 | $3,260+5.2% | $5,198-34.0% | $3,608-5.0% |
| Admin fee / account holder | $773 | $5,880-86.9% | $13,956-94.5% | $5,124-84.9% |