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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 | $31,158 | $73,787-57.8% | $98,716-68.4% | $82,448-62.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 6.07% | 18.57%-12.5pp | 31.81%-25.7pp | 41.64%-35.6pp |
| Employer contribution / active EE | $1,226 | $1,511-18.8% | $2,279-46.2% | $2,551-51.9% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,750 | $6,500-73.1% | $8,703-79.9% | $7,234-75.8% |