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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 | $77,896-55.0% | $134,172-73.9% | $82,448-57.5% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 11.25% | 18.21%-7.0pp | 25.30%-14.1pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,190 | $2,159-44.9% | $3,420-65.2% | $2,551-53.3% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,136 | $6,336-82.1% | $12,016-90.5% | $7,234-84.3% |