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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 | $73,218 | $43,075+70.0% | $74,577-1.8% | $62,881+16.4% |
| Participation rate | 96.8% | 58.1%+38.7pp | 68.1%+28.7pp | 69.3%+27.5pp |
| Annual return | 0.22% | 17.50%-17.3pp | 20.47%-20.3pp | 20.14%-19.9pp |
| Employer contribution / active EE | $2,619 | $1,498+74.9% | $2,525+3.7% | $2,281+14.8% |
| Participant deferral / active EE | $5,798 | $2,389+142.7% | $3,458+67.7% | $3,203+81.0% |
| Admin fee / account holder | $790 | $2,840-72.2% | $4,138-80.9% | $4,296-81.6% |