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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 | $16,494 | $39,132-57.8% | $57,196-71.2% | $62,881-73.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -1.20% | 9.24%-10.4pp | 14.59%-15.8pp | 20.14%-21.3pp |
| Employer contribution / active EE | $1,698 | $1,874-9.4% | $2,683-36.7% | $2,281-25.6% |
| Participant deferral / active EE | $845 | $2,374-64.4% | $3,096-72.7% | $3,203-73.6% |
| Admin fee / account holder | $405 | $2,594-84.4% | $3,141-87.1% | $4,296-90.6% |