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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 | $29,212 | $65,367-55.3% | $92,915-68.6% | $72,976-60.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 7.77% | 42.11%-34.3pp | 109.45%-101.7pp | 81.02%-73.2pp |
| Employer contribution / active EE | $2,182 | $2,594-15.9% | $3,653-40.3% | $2,440-10.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,614 | $4,251-38.5% | $5,796-54.9% | $5,124-49.0% |