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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 | $40,770 | $58,627-30.5% | $76,735-46.9% | $82,448-50.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 12.62% | 39.10%-26.5pp | 29.77%-17.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $9,416 | $1,729+444.5% | $2,454+283.7% | $2,551+269.1% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,353 | $5,323-18.2% | $7,189-39.4% | $7,234-39.8% |