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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 | $33,534 | $59,839-44.0% | $81,991-59.1% | $79,852-58.0% |
| Participation rate | 88.0% | 61.6%+26.4pp | 69.3%+18.7pp | 69.6%+18.4pp |
| Annual return | 7.31% | 17.56%-10.3pp | 41.31%-34.0pp | 31.72%-24.4pp |
| Employer contribution / active EE | $3,631 | $1,713+111.9% | $2,498+45.3% | $2,471+46.9% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $858 | $4,287-80.0% | $5,665-84.9% | $5,306-83.8% |