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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 | $37,731 | $76,407-50.6% | $150,298-74.9% | $82,448-54.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 8.33% | 39.99%-31.7pp | 62.79%-54.5pp | 41.64%-33.3pp |
| Employer contribution / active EE | $2,786 | $2,614+6.6% | $4,154-32.9% | $2,551+9.2% |
| Participant deferral / active EE | $1,798 | $3,214-44.1% | $5,453-67.0% | $4,139-56.6% |
| Admin fee / account holder | $1,083 | $6,352-82.9% | $14,116-92.3% | $7,234-85.0% |