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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 | $24,002 | $48,078-50.1% | $78,676-69.5% | $62,881-61.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 2.37% | 31.36%-29.0pp | 62.19%-59.8pp | 20.14%-17.8pp |
| Employer contribution / active EE | $2,273 | $2,015+12.8% | $2,850-20.3% | $2,281-0.4% |
| Participant deferral / active EE | $1,705 | $2,587-34.1% | $3,517-51.5% | $3,203-46.8% |
| Admin fee / account holder | $4,800 | $3,206+49.7% | $4,510+6.4% | $4,296+11.7% |