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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 | $32,859 | $91,179-64.0% | $178,499-81.6% | $79,852-58.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.22% | 24.19%-20.0pp | 151.10%-146.9pp | 31.72%-27.5pp |
| Employer contribution / active EE | $2,094 | $3,256-35.7% | $5,011-58.2% | $2,471-15.3% |
| Participant deferral / active EE | $1,645 | $3,236-49.1% | $5,202-68.4% | $3,740-56.0% |
| Admin fee / account holder | $2,648 | $6,749-60.8% | $13,986-81.1% | $5,306-50.1% |