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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 | $30,734 | $72,486-57.6% | $87,103-64.7% | $72,976-57.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 4.16% | 24.46%-20.3pp | 28.19%-24.0pp | 81.02%-76.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,222 | $3,270-32.0% | $4,049-45.1% | $3,608-38.4% |
| Admin fee / account holder | $2,460 | $5,055-51.3% | $7,491-67.2% | $5,124-52.0% |