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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 | $26,280 | $123,155-78.7% | $108,753-75.8% | $155,188-83.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 5.28% | 44.73%-39.5pp | 37.47%-32.2pp | 148.84%-143.6pp |
| Employer contribution / active EE | $1,223 | $2,811-56.5% | $2,427-49.6% | $4,248-71.2% |
| Participant deferral / active EE | $9,147 | $4,623+97.9% | $4,115+122.3% | $6,531+40.1% |
| Admin fee / account holder | $1,867 | $12,126-84.6% | $10,320-81.9% | $14,480-87.1% |