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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 | $30,236 | $54,541-44.6% | $78,778-61.6% | $70,126-56.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 11.92% | 21.07%-9.2pp | 35.62%-23.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,469 | $1,089+34.9% | $1,986-26.0% | $2,343-37.3% |
| Participant deferral / active EE | $1,661 | $2,210-24.9% | $2,958-43.9% | $3,332-50.2% |
| Admin fee / account holder | $2,723 | $3,709-26.6% | $5,134-47.0% | $4,645-41.4% |