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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 | $49,923 | $68,681-27.3% | $86,615-42.4% | $85,847-41.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 10.16% | 20.12%-10.0pp | 63.51%-53.4pp | 318.61%-308.4pp |
| Employer contribution / active EE | $1,956 | $1,880+4.0% | $2,496-21.6% | $2,565-23.8% |
| Participant deferral / active EE | $2,025 | $2,919-30.6% | $3,699-45.3% | $3,952-48.8% |
| Admin fee / account holder | $27,840 | $5,974+366.0% | $5,830+377.6% | $6,261+344.7% |