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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 | $43,445 | $77,920-44.2% | $149,723-71.0% | $75,177-42.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.68% | 31.72%-19.0pp | 134.50%-121.8pp | 160.75%-148.1pp |
| Employer contribution / active EE | $5,981 | $3,138+90.6% | $4,821+24.0% | $2,671+123.9% |
| Participant deferral / active EE | $1,614 | $3,411-52.7% | $5,682-71.6% | $4,126-60.9% |
| Admin fee / account holder | $1,811 | $5,951-69.6% | $13,215-86.3% | $5,651-67.9% |