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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 | $28,716 | $87,059-67.0% | $105,608-72.8% | $80,925-64.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 7.81% | 17.05%-9.2pp | 116.50%-108.7pp | 35.65%-27.8pp |
| Employer contribution / active EE | $4,167 | $2,396+73.9% | $3,167+31.6% | $2,756+51.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $348 | $8,443-95.9% | $11,028-96.8% | $6,940-95.0% |