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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 | $84,810 | $78,690+7.8% | $161,489-47.5% | $87,485-3.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 11.03% | 32.74%-21.7pp | 89.72%-78.7pp | 26.06%-15.0pp |
| Employer contribution / active EE | $2,301 | $2,588-11.1% | $4,268-46.1% | $2,596-11.4% |
| Participant deferral / active EE | $4,650 | $3,311+40.4% | $5,630-17.4% | $4,274+8.8% |
| Admin fee / account holder | $910 | $6,724-86.5% | $16,006-94.3% | $7,775-88.3% |