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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 | $17,046 | $75,541-77.4% | $152,093-88.8% | $82,637-79.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 6.86% | 32.56%-25.7pp | 66.36%-59.5pp | 53.51%-46.6pp |
| Employer contribution / active EE | $800 | $2,622-69.5% | $4,175-80.8% | $2,552-68.6% |
| Participant deferral / active EE | $1,017 | $3,206-68.3% | $5,451-81.3% | $4,126-75.4% |
| Admin fee / account holder | $2,142 | $6,405-66.6% | $14,497-85.2% | $7,339-70.8% |