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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 | $19,021 | $55,684-65.8% | $75,900-74.9% | $72,976-73.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 11.27% | 27.60%-16.3pp | 30.73%-19.5pp | 81.02%-69.7pp |
| Employer contribution / active EE | $1,719 | $1,687+1.9% | $2,501-31.3% | $2,440-29.6% |
| Participant deferral / active EE | $1,874 | $2,634-28.8% | $3,604-48.0% | $3,608-48.0% |
| Admin fee / account holder | $1,087 | $3,981-72.7% | $5,421-79.9% | $5,124-78.8% |