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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 | $78,690-52.1% | $161,489-76.6% | $87,485-56.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 8.33% | 32.74%-24.4pp | 89.72%-81.4pp | 26.06%-17.7pp |
| Employer contribution / active EE | $2,786 | $2,588+7.6% | $4,268-34.7% | $2,596+7.3% |
| Participant deferral / active EE | $1,798 | $3,311-45.7% | $5,630-68.1% | $4,274-57.9% |
| Admin fee / account holder | $1,083 | $6,724-83.9% | $16,006-93.2% | $7,775-86.1% |