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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 | $34,618 | $46,877-26.2% | $122,354-71.7% | $70,126-50.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.03% | 24.22%-12.2pp | 30.28%-18.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $2,160 | $1,288+67.6% | $4,051-46.7% | $2,343-7.8% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $344 | $3,324-89.6% | $5,479-93.7% | $4,645-92.6% |