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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 | $23,510 | $52,306-55.1% | $69,779-66.3% | $62,881-62.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 1.25% | 13.35%-12.1pp | 12.99%-11.7pp | 20.14%-18.9pp |
| Employer contribution / active EE | $2,283 | $1,799+26.9% | $2,338-2.4% | $2,281+0.1% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,308 | $3,691-64.6% | $4,381-70.2% | $4,296-69.6% |