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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 | $24,875 | $99,345-75.0% | $84,753-70.6% | $273,972-90.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.57% | 22.93%-21.4pp | 22.78%-21.2pp | 41.46%-39.9pp |
| Employer contribution / active EE | $1,325 | $4,214-68.5% | $3,574-62.9% | $4,869-72.8% |
| Participant deferral / active EE | $1,685 | $4,270-60.5% | $3,712-54.6% | $5,287-68.1% |
| Admin fee / account holder | $18,227 | $6,645+174.3% | $5,333+241.8% | $10,133+79.9% |