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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 | $49,424 | $79,557-37.9% | $118,746-58.4% | $70,126-29.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 1.61% | 25.64%-24.0pp | 24.54%-22.9pp | 73.15%-71.5pp |
| Employer contribution / active EE | $5,390 | $2,861+88.4% | $4,193+28.6% | $2,343+130.1% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $623 | $5,374-88.4% | $10,720-94.2% | $4,645-86.6% |