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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 | $27,260 | $46,599-41.5% | $64,101-57.5% | $75,173-63.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.34% | 26.06%-14.7pp | 33.72%-22.4pp | 160.72%-149.4pp |
| Employer contribution / active EE | $1,058 | $1,975-46.4% | $2,749-61.5% | $2,671-60.4% |
| Participant deferral / active EE | $2,085 | $2,837-26.5% | $3,881-46.3% | $4,126-49.5% |
| Admin fee / account holder | $6,439 | $2,956+117.8% | $3,070+109.7% | $5,651+14.0% |