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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 | $76,834-59.4% | $108,359-71.2% | $87,485-64.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 6.07% | 19.09%-13.0pp | 36.89%-30.8pp | 26.06%-20.0pp |
| Employer contribution / active EE | $1,226 | $1,556-21.2% | $2,399-48.9% | $2,596-52.8% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,750 | $6,537-73.2% | $9,741-82.0% | $7,775-77.5% |