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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 | $19,625 | $77,908-74.8% | $149,696-86.9% | $75,173-73.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.93% | 31.73%-19.8pp | 134.46%-122.5pp | 160.72%-148.8pp |
| Employer contribution / active EE | $376 | $3,138-88.0% | $4,821-92.2% | $2,671-85.9% |
| Participant deferral / active EE | $2,415 | $3,411-29.2% | $5,682-57.5% | $4,126-41.5% |
| Admin fee / account holder | $1,037 | $5,950-82.6% | $13,212-92.2% | $5,651-81.7% |