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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 | $28,010 | $84,953-67.0% | $163,379-82.9% | $82,637-66.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 6.36% | 23.07%-16.7pp | 63.41%-57.0pp | 53.51%-47.1pp |
| Employer contribution / active EE | $2,343 | $2,183+7.3% | $3,752-37.6% | $2,552-8.2% |
| Participant deferral / active EE | $0 | $4,326-100.0% | $6,282-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,233 | $7,921-84.4% | $9,818-87.4% | $7,339-83.2% |