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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 | $29,171 | $81,358-64.1% | $155,556-81.2% | $80,959-64.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.06% | 33.39%-23.3pp | 64.84%-54.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $2,219 | $3,106-28.6% | $4,675-52.5% | $2,757-19.5% |
| Participant deferral / active EE | $5,016 | $3,455+45.2% | $5,631-10.9% | $4,300+16.6% |
| Admin fee / account holder | $684 | $7,994-91.4% | $15,885-95.7% | $6,925-90.1% |