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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 | $39,960 | $86,940-54.0% | $102,434-61.0% | $80,935-50.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 7.80% | 18.89%-11.1pp | 29.46%-21.7pp | 35.66%-27.9pp |
| Employer contribution / active EE | $1,786 | $2,370-24.6% | $3,023-40.9% | $2,757-35.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $630 | $8,047-92.2% | $9,462-93.3% | $6,924-90.9% |