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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 | $59,331 | $108,825-45.5% | $156,181-62.0% | $82,448-28.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.12% | 20.59%-9.5pp | 64.87%-53.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,757 | $2,870-38.8% | $4,294-59.1% | $2,551-31.1% |
| Participant deferral / active EE | $2,947 | $4,577-35.6% | $6,132-51.9% | $4,139-28.8% |
| Admin fee / account holder | $13,476 | $9,341+44.3% | $14,586-7.6% | $7,234+86.3% |