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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 | $22,595 | $46,534-51.4% | $64,097-64.7% | $75,177-69.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.07% | 26.07%-15.0pp | 33.75%-22.7pp | 160.75%-149.7pp |
| Employer contribution / active EE | $1,469 | $1,976-25.6% | $2,750-46.6% | $2,671-45.0% |
| Participant deferral / active EE | $2,056 | $2,835-27.5% | $3,881-47.0% | $4,126-50.2% |
| Admin fee / account holder | $5,062 | $2,957+71.2% | $3,070+64.9% | $5,651-10.4% |