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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 | $59,906 | $84,236-28.9% | $170,435-64.9% | $70,126-14.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.69% | 23.06%-13.4pp | 205.94%-196.3pp | 73.15%-63.5pp |
| Employer contribution / active EE | $1,950 | $3,387-42.4% | $5,432-64.1% | $2,343-16.8% |
| Participant deferral / active EE | $1,872 | $3,086-39.3% | $4,939-62.1% | $3,332-43.8% |
| Admin fee / account holder | $3,130 | $5,698-45.1% | $13,881-77.4% | $4,645-32.6% |