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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 | $23,140 | $65,367-64.6% | $92,915-75.1% | $72,976-68.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 15.92% | 42.11%-26.2pp | 109.45%-93.5pp | 81.02%-65.1pp |
| Employer contribution / active EE | $2,210 | $2,594-14.8% | $3,653-39.5% | $2,440-9.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $917 | $4,251-78.4% | $5,796-84.2% | $5,124-82.1% |