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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 | $37,673 | $39,132-3.7% | $57,196-34.1% | $62,881-40.1% |
| Participation rate | 84.6% | 70.5%+14.1pp | 75.3%+9.3pp | 69.3%+15.3pp |
| Annual return | -0.22% | 9.24%-9.5pp | 14.59%-14.8pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,011 | $1,874-46.0% | $2,683-62.3% | $2,281-55.7% |
| Participant deferral / active EE | $2,300 | $2,374-3.1% | $3,096-25.7% | $3,203-28.2% |
| Admin fee / account holder | $1,865 | $2,594-28.1% | $3,141-40.6% | $4,296-56.6% |