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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 | $22,199 | $77,962-71.5% | $178,540-87.6% | $80,935-72.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 4.70% | 18.10%-13.4pp | 27.15%-22.4pp | 35.66%-31.0pp |
| Employer contribution / active EE | $2,588 | $2,280+13.5% | $3,953-34.5% | $2,757-6.1% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $542 | $7,156-92.4% | $10,424-94.8% | $6,924-92.2% |