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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 | $20,003 | $39,132-48.9% | $57,196-65.0% | $62,881-68.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -1.27% | 9.24%-10.5pp | 14.59%-15.9pp | 20.14%-21.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,443 | $2,374+129.2% | $3,096+75.8% | $3,203+69.9% |
| Admin fee / account holder | $2,678 | $2,594+3.3% | $3,141-14.7% | $4,296-37.6% |