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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 | $58,402 | $54,541+7.1% | $78,778-25.9% | $70,131-16.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 8.59% | 21.07%-12.5pp | 35.62%-27.0pp | 73.14%-64.5pp |
| Employer contribution / active EE | $889 | $1,089-18.3% | $1,986-55.2% | $2,342-62.1% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,853 | $3,709+57.8% | $5,134+14.0% | $4,645+26.0% |