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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 | $62,326 | $51,708+20.5% | $106,619-41.5% | $62,881-0.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 3.05% | 4.69%-1.6pp | 9.42%-6.4pp | 20.14%-17.1pp |
| Employer contribution / active EE | $10,000 | $1,764+467.0% | $3,947+153.4% | $2,281+338.4% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,146 | $3,349-65.8% | $6,418-82.1% | $4,296-73.3% |