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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 | $56,105 | $58,493-4.1% | $84,021-33.2% | $72,975-23.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 10.04% | 28.93%-18.9pp | 71.32%-61.3pp | 81.01%-71.0pp |
| Employer contribution / active EE | $2,206 | $1,163+89.7% | $1,984+11.2% | $2,440-9.6% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,227 | $4,569-73.1% | $6,102-79.9% | $5,124-76.1% |