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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 | $78,197-58.0% | $98,090-66.5% | $82,637-60.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 13.71% | 40.25%-26.5pp | 37.05%-23.3pp | 53.51%-39.8pp |
| Employer contribution / active EE | $9,465 | $2,605+263.4% | $3,606+162.5% | $2,552+270.9% |
| Participant deferral / active EE | $3,309 | $6,636-50.1% | $7,845-57.8% | $4,126-19.8% |
| Admin fee / account holder | $1,312 | $14,832-91.2% | $11,815-88.9% | $7,339-82.1% |