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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 | $42,176 | $57,140-26.2% | $85,240-50.5% | $80,959-47.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 7.98% | 21.71%-13.7pp | 66.75%-58.8pp | 35.67%-27.7pp |
| Employer contribution / active EE | $6,588 | $1,802+265.6% | $2,735+140.9% | $2,757+138.9% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,483 | $4,992-70.3% | $6,165-75.9% | $6,925-78.6% |