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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 | $12,725 | $78,690-83.8% | $161,489-92.1% | $87,485-85.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 11.90% | 32.74%-20.8pp | 89.72%-77.8pp | 26.06%-14.2pp |
| Employer contribution / active EE | $2,534 | $2,588-2.1% | $4,268-40.6% | $2,596-2.4% |
| Participant deferral / active EE | $1,521 | $3,311-54.1% | $5,630-73.0% | $4,274-64.4% |
| Admin fee / account holder | $649 | $6,724-90.4% | $16,006-95.9% | $7,775-91.7% |