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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 | $16,990 | $49,239-65.5% | $70,462-75.9% | $79,858-78.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.46% | 30.08%-24.6pp | 109.08%-103.6pp | 31.72%-26.3pp |
| Employer contribution / active EE | $2,111 | $2,100+0.5% | $2,737-22.9% | $2,471-14.5% |
| Participant deferral / active EE | $2,489 | $2,769-10.1% | $3,710-32.9% | $3,740-33.5% |
| Admin fee / account holder | $370 | $2,876-87.2% | $3,845-90.4% | $5,306-93.0% |