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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 | $29,830 | $55,713-46.5% | $75,901-60.7% | $72,975-59.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 4.09% | 27.60%-23.5pp | 30.76%-26.7pp | 81.01%-76.9pp |
| Employer contribution / active EE | $4,592 | $1,687+172.2% | $2,501+83.6% | $2,440+88.2% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,187 | $3,980-19.9% | $5,420-41.2% | $5,124-37.8% |