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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 | $35,059 | $79,894-56.1% | $135,792-74.2% | $82,637-57.6% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 11.25% | 17.20%-6.0pp | 25.96%-14.7pp | 53.51%-42.3pp |
| Employer contribution / active EE | $1,190 | $2,165-45.0% | $3,496-65.9% | $2,552-53.4% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $4,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,136 | $6,434-82.3% | $12,266-90.7% | $7,339-84.5% |