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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 | $35,535 | $54,541-34.8% | $78,778-54.9% | $70,124-49.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 5.66% | 21.07%-15.4pp | 35.62%-30.0pp | 73.14%-67.5pp |
| Employer contribution / active EE | $472 | $1,089-56.7% | $1,986-76.2% | $2,342-79.9% |
| Participant deferral / active EE | $2,263 | $2,210+2.4% | $2,958-23.5% | $3,332-32.1% |
| Admin fee / account holder | $1,587 | $3,709-57.2% | $5,134-69.1% | $4,645-65.8% |