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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 | $29,139 | $49,255-40.8% | $70,494-58.7% | $79,856-63.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.41% | 30.10%-24.7pp | 109.16%-103.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $594 | $2,100-71.7% | $2,738-78.3% | $2,471-76.0% |
| Participant deferral / active EE | $1,008 | $2,768-63.6% | $3,711-72.8% | $3,741-73.0% |
| Admin fee / account holder | $803 | $2,879-72.1% | $3,848-79.1% | $5,306-84.9% |