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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 | $25,962 | $57,140-54.6% | $85,240-69.5% | $80,959-67.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 5.89% | 21.71%-15.8pp | 66.75%-60.9pp | 35.67%-29.8pp |
| Employer contribution / active EE | $1,071 | $1,802-40.5% | $2,735-60.8% | $2,757-61.1% |
| Participant deferral / active EE | $1,114 | $3,115-64.3% | $4,527-75.4% | $4,300-74.1% |
| Admin fee / account holder | $7,231 | $4,992+44.9% | $6,165+17.3% | $6,925+4.4% |