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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 | $26,199 | $48,053-45.5% | $84,628-69.0% | $72,975-64.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 15.70% | 37.39%-21.7pp | 258.80%-243.1pp | 81.01%-65.3pp |
| Employer contribution / active EE | $647 | $1,602-59.6% | $2,653-75.6% | $2,440-73.5% |
| Participant deferral / active EE | $2,430 | $2,681-9.4% | $3,900-37.7% | $3,608-32.7% |
| Admin fee / account holder | $549 | $3,395-83.8% | $4,914-88.8% | $5,124-89.3% |