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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 | $21,922 | $77,638-71.8% | $156,551-86.0% | $62,881-65.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.60% | 50.33%-49.7pp | 32.23%-31.6pp | 20.14%-19.5pp |
| Employer contribution / active EE | $2,074 | $3,444-39.8% | $5,501-62.3% | $2,281-9.1% |
| Participant deferral / active EE | $1,266 | $3,046-58.4% | $4,871-74.0% | $3,203-60.5% |
| Admin fee / account holder | $1,716 | $5,561-69.1% | $13,028-86.8% | $4,296-60.1% |