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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 | $18,508 | $81,331-77.2% | $155,534-88.1% | $80,935-77.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 5.83% | 33.37%-27.5pp | 64.92%-59.1pp | 35.66%-29.8pp |
| Employer contribution / active EE | $1,737 | $3,105-44.1% | $4,675-62.8% | $2,757-37.0% |
| Participant deferral / active EE | $2,934 | $3,454-15.1% | $5,630-47.9% | $4,299-31.8% |
| Admin fee / account holder | $1,343 | $7,999-83.2% | $15,900-91.6% | $6,924-80.6% |