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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 | $36,242 | $108,825-66.7% | $156,181-76.8% | $82,448-56.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 10.27% | 20.59%-10.3pp | 64.87%-54.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $2,420 | $2,870-15.7% | $4,294-43.6% | $2,551-5.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $920 | $9,341-90.2% | $14,586-93.7% | $7,234-87.3% |