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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 | $32,457 | $102,338-68.3% | - | $158,982-79.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 2.06% | 36.22%-34.2pp | - | 302.99%-300.9pp |
| Employer contribution / active EE | $1,995 | $3,757-46.9% | - | $4,763-58.1% |
| Participant deferral / active EE | $2,434 | $4,842-49.7% | - | $5,983-59.3% |
| Admin fee / account holder | $410 | $2,896-85.8% | - | $11,252-96.4% |