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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 | $36,690 | $91,198-59.8% | $178,503-79.4% | $79,856-54.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.07% | 24.20%-16.1pp | 151.12%-143.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,290 | $3,257-60.4% | $5,011-74.2% | $2,471-47.8% |
| Participant deferral / active EE | $4,225 | $3,237+30.5% | $5,202-18.8% | $3,741+13.0% |
| Admin fee / account holder | $5,032 | $6,748-25.4% | $13,987-64.0% | $5,306-5.2% |