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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 | $44,386 | $78,690-43.6% | $161,489-72.5% | $87,485-49.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.09% | 32.74%-20.7pp | 89.72%-77.6pp | 26.06%-14.0pp |
| Employer contribution / active EE | $6,095 | $2,588+135.5% | $4,268+42.8% | $2,596+134.8% |
| Participant deferral / active EE | $3,936 | $3,311+18.9% | $5,630-30.1% | $4,274-7.9% |
| Admin fee / account holder | $2,343 | $6,724-65.1% | $16,006-85.4% | $7,775-69.9% |