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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 | $5,908 | $25,014-76.4% | $69,623-91.5% | $80,935-92.7% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.7%+32.3pp |
| Annual return | 10.41% | 19.08%-8.7pp | 101.23%-90.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,256 | $991+26.7% | $1,709-26.5% | $2,757-54.5% |
| Participant deferral / active EE | $2,548 | $1,840+38.5% | $2,890-11.8% | $4,299-40.7% |
| Admin fee / account holder | $2,179 | $2,491-12.5% | $4,696-53.6% | $6,924-68.5% |