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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 | $49,669 | $78,690-36.9% | $161,489-69.2% | $87,485-43.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 2.30% | 32.74%-30.4pp | 89.72%-87.4pp | 26.06%-23.8pp |
| Employer contribution / active EE | $2,338 | $2,588-9.7% | $4,268-45.2% | $2,596-9.9% |
| Participant deferral / active EE | $1,013 | $3,311-69.4% | $5,630-82.0% | $4,274-76.3% |
| Admin fee / account holder | $408 | $6,724-93.9% | $16,006-97.5% | $7,775-94.8% |