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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 | $42,872 | $65,041-34.1% | $90,965-52.9% | $79,858-46.3% |
| Participation rate | 98.6% | 61.6%+37.0pp | 69.0%+29.6pp | 69.6%+29.0pp |
| Annual return | 6.11% | 30.45%-24.3pp | 134.57%-128.5pp | 31.72%-25.6pp |
| Employer contribution / active EE | $704 | $1,247-43.5% | $2,122-66.8% | $2,471-71.5% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $627 | $4,536-86.2% | $5,960-89.5% | $5,306-88.2% |