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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 | $18,630 | $77,920-76.1% | $149,723-87.6% | $75,177-75.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 6.83% | 31.72%-24.9pp | 134.50%-127.7pp | 160.75%-153.9pp |
| Employer contribution / active EE | $2,408 | $3,138-23.3% | $4,821-50.1% | $2,671-9.9% |
| Participant deferral / active EE | $4,126 | $3,411+20.9% | $5,682-27.4% | $4,1260% |
| Admin fee / account holder | $368 | $5,951-93.8% | $13,215-97.2% | $5,651-93.5% |