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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 | $19,866 | $54,757-63.7% | $90,304-78.0% | $72,975-72.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.72% | 30.63%-24.9pp | 78.13%-72.4pp | 81.01%-75.3pp |
| Employer contribution / active EE | $971 | $2,093-53.6% | $2,855-66.0% | $2,440-60.2% |
| Participant deferral / active EE | $2,616 | $2,887-9.4% | $3,885-32.7% | $3,608-27.5% |
| Admin fee / account holder | $1,651 | $3,973-58.4% | $5,354-69.2% | $5,124-67.8% |