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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 | $28,829 | $37,446-23.0% | $77,513-62.8% | $79,852-63.9% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 7.92% | 39.76%-31.8pp | 54.81%-46.9pp | 31.72%-23.8pp |
| Employer contribution / active EE | $3,080 | $637+383.5% | $987+212.2% | $2,471+24.7% |
| Participant deferral / active EE | $1,911 | $1,261+51.5% | $1,861+2.7% | $3,740-48.9% |
| Admin fee / account holder | $755 | $2,506-69.9% | $2,859-73.6% | $5,306-85.8% |