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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 | $36,646 | $85,171-57.0% | $172,753-78.8% | $72,976-49.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 7.97% | 27.32%-19.4pp | 803.00%-795.0pp | 81.02%-73.0pp |
| Employer contribution / active EE | $1,148 | $3,324-65.5% | $5,144-77.7% | $2,440-52.9% |
| Participant deferral / active EE | $2,869 | $3,260-12.0% | $5,198-44.8% | $3,608-20.5% |
| Admin fee / account holder | $3,274 | $5,880-44.3% | $13,956-76.5% | $5,124-36.1% |