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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 | $48,769 | $41,377+17.9% | $109,313-55.4% | $62,881-22.4% |
| Participation rate | 93.7% | 57.5%+36.1pp | 71.3%+22.4pp | 69.3%+24.4pp |
| Annual return | 0.77% | 11.05%-10.3pp | 22.07%-21.3pp | 20.14%-19.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,132 | $2,045+4.3% | $3,166-32.7% | $3,203-33.4% |
| Admin fee / account holder | $762 | $2,884-73.6% | $5,666-86.5% | $4,296-82.3% |