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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 | $29,369 | $77,908-62.3% | $149,696-80.4% | $75,173-60.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.99% | 31.73%-22.7pp | 134.46%-125.5pp | 160.72%-151.7pp |
| Employer contribution / active EE | $2,906 | $3,138-7.4% | $4,821-39.7% | $2,671+8.8% |
| Participant deferral / active EE | $1,840 | $3,411-46.1% | $5,682-67.6% | $4,126-55.4% |
| Admin fee / account holder | $3,861 | $5,950-35.1% | $13,212-70.8% | $5,651-31.7% |