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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 | $19,791 | $65,364-69.7% | $92,909-78.7% | $72,975-72.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 9.60% | 42.11%-32.5pp | 109.44%-99.8pp | 81.01%-71.4pp |
| Employer contribution / active EE | $1,135 | $2,594-56.2% | $3,653-68.9% | $2,440-53.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,118 | $4,251-73.7% | $5,795-80.7% | $5,124-78.2% |