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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 | $40,384 | $77,920-48.2% | $149,723-73.0% | $75,177-46.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.81% | 31.72%-20.9pp | 134.50%-123.7pp | 160.75%-149.9pp |
| Employer contribution / active EE | $3,012 | $3,138-4.0% | $4,821-37.5% | $2,671+12.8% |
| Participant deferral / active EE | $4,810 | $3,411+41.0% | $5,682-15.4% | $4,126+16.6% |
| Admin fee / account holder | $1,026 | $5,951-82.8% | $13,215-92.2% | $5,651-81.8% |