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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 | $76,407-77.7% | $150,298-88.7% | $82,448-79.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 6.86% | 39.99%-33.1pp | 62.79%-55.9pp | 41.64%-34.8pp |
| Employer contribution / active EE | $800 | $2,614-69.4% | $4,154-80.7% | $2,551-68.6% |
| Participant deferral / active EE | $1,017 | $3,214-68.4% | $5,453-81.3% | $4,139-75.4% |
| Admin fee / account holder | $2,142 | $6,352-66.3% | $14,116-84.8% | $7,234-70.4% |