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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 | $23,615 | $39,132-39.7% | $57,196-58.7% | $62,881-62.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.03% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,448 | $1,874+30.7% | $2,683-8.7% | $2,281+7.3% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $624 | $2,594-75.9% | $3,141-80.1% | $4,296-85.5% |