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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 | $30,785 | $49,239-37.5% | $70,462-56.3% | $79,858-61.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.15% | 30.08%-25.9pp | 109.08%-104.9pp | 31.72%-27.6pp |
| Employer contribution / active EE | $6,089 | $2,100+189.9% | $2,737+122.4% | $2,471+146.4% |
| Participant deferral / active EE | $3,972 | $2,769+43.4% | $3,710+7.1% | $3,740+6.2% |
| Admin fee / account holder | $796 | $2,876-72.3% | $3,845-79.3% | $5,306-85.0% |