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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 | $26,683 | $77,638-65.6% | $156,552-83.0% | $62,881-57.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 1.48% | 50.33%-48.8pp | 32.23%-30.7pp | 20.14%-18.7pp |
| Employer contribution / active EE | $762 | $3,444-77.9% | $5,501-86.2% | $2,281-66.6% |
| Participant deferral / active EE | $1,551 | $3,046-49.1% | $4,871-68.2% | $3,203-51.6% |
| Admin fee / account holder | $1,695 | $5,561-69.5% | $13,028-87.0% | $4,296-60.5% |