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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 | $27,978 | $48,011-41.7% | $63,803-56.2% | $82,637-66.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 10.88% | 19.84%-9.0pp | 543.72%-532.8pp | 53.51%-42.6pp |
| Employer contribution / active EE | $1,450 | $1,904-23.8% | $2,532-42.7% | $2,552-43.2% |
| Participant deferral / active EE | $2,231 | $2,846-21.6% | $3,843-42.0% | $4,126-45.9% |
| Admin fee / account holder | $2,487 | $3,873-35.8% | $5,196-52.1% | $7,339-66.1% |