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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 | $16,670 | $49,249-66.2% | $70,476-76.3% | $79,852-79.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.29% | 30.09%-24.8pp | 109.12%-103.8pp | 31.72%-26.4pp |
| Employer contribution / active EE | $597 | $2,100-71.6% | $2,738-78.2% | $2,471-75.8% |
| Participant deferral / active EE | $932 | $2,769-66.3% | $3,710-74.9% | $3,740-75.1% |
| Admin fee / account holder | $1,366 | $2,878-52.5% | $3,847-64.5% | $5,306-74.3% |