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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 | $39,025 | $99,875-60.9% | $146,866-73.4% | $86,983-55.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.78% | 28.10%-15.3pp | 102.85%-90.1pp | 25.83%-13.1pp |
| Employer contribution / active EE | $3,049 | $3,224-5.4% | $4,425-31.1% | $2,584+18.0% |
| Participant deferral / active EE | $4,271 | $6,322-32.4% | $7,759-45.0% | $4,194+1.8% |
| Admin fee / account holder | $6,284 | $7,838-19.8% | $13,620-53.9% | $7,856-20.0% |