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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 | $69,960 | $76,407-8.4% | $150,298-53.5% | $82,448-15.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.29% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,402 | $2,614-8.1% | $4,154-42.2% | $2,551-5.8% |
| Participant deferral / active EE | $3,748 | $3,214+16.6% | $5,453-31.3% | $4,139-9.5% |
| Admin fee / account holder | $38,269 | $6,352+502.5% | $14,116+171.1% | $7,234+429.0% |