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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 | $31,408 | $78,423-59.9% | $95,964-67.3% | $79,856-60.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 3.43% | 19.37%-15.9pp | 91.64%-88.2pp | 31.71%-28.3pp |
| Employer contribution / active EE | $891 | $1,945-54.2% | $2,541-65.0% | $2,471-64.0% |
| Participant deferral / active EE | $2,502 | $3,440-27.3% | $4,167-40.0% | $3,741-33.1% |
| Admin fee / account holder | $485 | $5,622-91.4% | $6,797-92.9% | $5,306-90.9% |