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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 | $78,690-68.8% | $161,489-84.8% | $87,485-71.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 7.30% | 32.74%-25.4pp | 89.72%-82.4pp | 26.06%-18.8pp |
| Employer contribution / active EE | $3,487 | $2,588+34.7% | $4,268-18.3% | $2,596+34.3% |
| Participant deferral / active EE | $1,279 | $3,311-61.4% | $5,630-77.3% | $4,274-70.1% |
| Admin fee / account holder | $1,848 | $6,724-72.5% | $16,006-88.5% | $7,775-76.2% |