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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 | $28,525 | $201,370-85.8% | $184,256-84.5% | $145,897-80.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.06% | 29.05%-22.0pp | 28.85%-21.8pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,991 | $7,024-71.6% | $6,427-69.0% | $4,663-57.3% |
| Participant deferral / active EE | $3,541 | $9,808-63.9% | $9,133-61.2% | $6,689-47.1% |
| Admin fee / account holder | $1,590 | $16,364-90.3% | $13,899-88.6% | $13,390-88.1% |