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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 | $21,735 | $37,446-42.0% | $77,513-72.0% | $79,852-72.8% |
| Participation rate | 88.0% | 41.5%+46.5pp | 54.2%+33.8pp | 69.6%+18.4pp |
| Annual return | 4.59% | 39.76%-35.2pp | 54.81%-50.2pp | 31.72%-27.1pp |
| Employer contribution / active EE | $1,600 | $637+151.1% | $987+62.2% | $2,471-35.3% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,112 | $2,506-55.6% | $2,859-61.1% | $5,306-79.0% |