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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 | $28,059 | $65,034-56.9% | $90,970-69.2% | $79,856-64.9% |
| Participation rate | 90.5% | 61.6%+28.9pp | 69.0%+21.5pp | 69.6%+20.8pp |
| Annual return | 0.99% | 30.45%-29.5pp | 134.60%-133.6pp | 31.71%-30.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,992 | $2,512-20.7% | $3,373-40.9% | $3,741-46.7% |
| Admin fee / account holder | $874 | $4,536-80.7% | $5,961-85.3% | $5,306-83.5% |