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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 | $54,250 | $45,050+20.4% | $63,018-13.9% | $70,126-22.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.13% | 18.76%-8.6pp | 87.62%-77.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $731 | $2,052-64.4% | $2,761-73.5% | $2,343-68.8% |
| Participant deferral / active EE | $1,777 | $2,466-27.9% | $3,330-46.6% | $3,332-46.7% |
| Admin fee / account holder | $799 | $2,834-71.8% | $3,601-77.8% | $4,645-82.8% |