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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 | $34,899 | $51,642-32.4% | $129,384-73.0% | $80,935-56.9% |
| Participation rate | 76.9% | 56.9%+20.0pp | 69.6%+7.3pp | 67.7%+9.3pp |
| Annual return | 9.03% | 20.78%-11.7pp | 9461.77%-9452.7pp | 35.66%-26.6pp |
| Employer contribution / active EE | $2,005 | $1,583+26.7% | $4,153-51.7% | $2,757-27.3% |
| Participant deferral / active EE | $3,927 | $2,670+47.1% | $4,166-5.7% | $4,299-8.7% |
| Admin fee / account holder | $7,287 | $4,312+69.0% | $7,686-5.2% | $6,924+5.2% |