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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 | $13,227 | $39,132-66.2% | $57,196-76.9% | $62,881-79.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -1.05% | 9.24%-10.3pp | 14.59%-15.6pp | 20.14%-21.2pp |
| Employer contribution / active EE | $1,906 | $1,874+1.7% | $2,683-28.9% | $2,281-16.4% |
| Participant deferral / active EE | $1,922 | $2,374-19.0% | $3,096-37.9% | $3,203-40.0% |
| Admin fee / account holder | $581 | $2,594-77.6% | $3,141-81.5% | $4,296-86.5% |