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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 | $24,590 | $86,050-71.4% | $189,758-87.0% | $94,015-73.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 7.30% | 17.77%-10.5pp | 52.62%-45.3pp | 17.84%-10.5pp |
| Employer contribution / active EE | $3,487 | $2,819+23.7% | $4,767-26.8% | $2,790+25.0% |
| Participant deferral / active EE | $1,279 | $3,349-61.8% | $5,856-78.2% | $4,249-69.9% |
| Admin fee / account holder | $1,848 | $6,627-72.1% | $20,388-90.9% | $8,951-79.3% |