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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 | $23,101 | $49,255-53.1% | $70,494-67.2% | $79,856-71.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.64% | 30.10%-24.5pp | 109.16%-103.5pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,846 | $2,100-12.1% | $2,738-32.6% | $2,471-25.3% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,035 | $2,879-64.0% | $3,848-73.1% | $5,306-80.5% |