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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 | $29,062 | $48,011-39.5% | $63,803-54.5% | $82,637-64.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 10.61% | 19.84%-9.2pp | 543.72%-533.1pp | 53.51%-42.9pp |
| Employer contribution / active EE | $2,327 | $1,904+22.3% | $2,532-8.1% | $2,552-8.8% |
| Participant deferral / active EE | $3,048 | $2,846+7.1% | $3,843-20.7% | $4,126-26.1% |
| Admin fee / account holder | $2,249 | $3,873-41.9% | $5,196-56.7% | $7,339-69.3% |