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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 | $40,641 | $59,839-32.1% | $81,991-50.4% | $79,852-49.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 3.70% | 17.56%-13.9pp | 41.31%-37.6pp | 31.72%-28.0pp |
| Employer contribution / active EE | $1,765 | $1,713+3.0% | $2,498-29.4% | $2,471-28.6% |
| Participant deferral / active EE | $2,422 | $2,695-10.1% | $3,722-34.9% | $3,740-35.3% |
| Admin fee / account holder | $1,296 | $4,287-69.8% | $5,665-77.1% | $5,306-75.6% |