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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 | $15,361 | $77,638-80.2% | $156,551-90.2% | $62,881-75.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.30% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $792 | $3,444-77.0% | $5,501-85.6% | $2,281-65.3% |
| Participant deferral / active EE | $834 | $3,046-72.6% | $4,871-82.9% | $3,203-74.0% |
| Admin fee / account holder | $758 | $5,561-86.4% | $13,028-94.2% | $4,296-82.4% |