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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 | $38,103 | $98,240-61.2% | $82,312-53.7% | $147,586-74.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.57% | 30.85%-23.3pp | 25.88%-18.3pp | 578.59%-571.0pp |
| Employer contribution / active EE | $1,569 | $3,192-50.9% | $2,428-35.4% | $4,876-67.8% |
| Participant deferral / active EE | $4,899 | $4,383+11.8% | $3,706+32.2% | $5,439-9.9% |
| Admin fee / account holder | $23,148 | $8,563+170.3% | $5,608+312.8% | $10,886+112.6% |