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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 | $31,963 | $58,828-45.7% | $78,002-59.0% | $62,881-49.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 0.32% | 17.16%-16.8pp | 425.99%-425.7pp | 20.14%-19.8pp |
| Employer contribution / active EE | $4,131 | $1,672+147.1% | $2,470+67.2% | $2,281+81.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,381 | $4,393-68.6% | $5,481-74.8% | $4,296-67.9% |