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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 | $198,027 | $88,707+123.2% | $74,184+166.9% | $273,972-27.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.70% | 11.94%-14.6pp | 17.74%-20.4pp | 41.46%-44.2pp |
| Employer contribution / active EE | $640 | $3,159-79.8% | $2,370-73.0% | $4,869-86.9% |
| Participant deferral / active EE | $1,439 | $4,212-65.8% | $3,550-59.5% | $5,287-72.8% |
| Admin fee / account holder | $4,171 | $8,717-52.2% | $5,586-25.3% | $10,133-58.8% |