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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 | $76,407-41.9% | $150,298-70.5% | $82,448-46.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.09% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $6,095 | $2,614+133.1% | $4,154+46.7% | $2,551+138.9% |
| Participant deferral / active EE | $3,936 | $3,214+22.4% | $5,453-27.8% | $4,139-4.9% |
| Admin fee / account holder | $2,343 | $6,352-63.1% | $14,116-83.4% | $7,234-67.6% |