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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 | $32,856 | $78,520-58.2% | $96,576-66.0% | $82,448-60.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 13.71% | 41.30%-27.6pp | 38.47%-24.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $9,465 | $2,630+260.0% | $3,553+166.4% | $2,551+271.0% |
| Participant deferral / active EE | $3,309 | $6,754-51.0% | $7,956-58.4% | $4,139-20.1% |
| Admin fee / account holder | $1,312 | $13,455-90.2% | $11,381-88.5% | $7,234-81.9% |