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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 | $26,853 | $67,602-60.3% | $82,312-67.4% | $70,126-61.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.01% | 21.57%-16.6pp | 25.88%-20.9pp | 73.15%-68.1pp |
| Employer contribution / active EE | $2,274 | $1,755+29.6% | $2,428-6.3% | $2,343-2.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,113 | $4,512-75.3% | $5,608-80.2% | $4,645-76.1% |