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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 | $41,034 | $105,198-61.0% | $159,455-74.3% | $85,856-52.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.22% | 45.08%-33.9pp | 263.63%-252.4pp | 318.58%-307.4pp |
| Employer contribution / active EE | $859 | $3,319-74.1% | $4,830-82.2% | $2,565-66.5% |
| Participant deferral / active EE | $3,955 | $5,946-33.5% | $7,353-46.2% | $3,952+0.1% |
| Admin fee / account holder | $3,513 | $6,934-49.3% | $10,800-67.5% | $6,261-43.9% |