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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 | $39,765 | $79,961-50.3% | $98,462-59.6% | $75,177-47.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 11.69% | 19.75%-8.1pp | 21.17%-9.5pp | 160.75%-149.1pp |
| Employer contribution / active EE | $662 | $2,264-70.8% | $3,049-78.3% | $2,671-75.2% |
| Participant deferral / active EE | $2,985 | $3,753-20.5% | $4,738-37.0% | $4,126-27.7% |
| Admin fee / account holder | $852 | $6,842-87.5% | $8,875-90.4% | $5,651-84.9% |