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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 | $31,560 | $49,255-35.9% | $70,494-55.2% | $79,856-60.5% |
| Participation rate | 92.6% | 69.2%+23.4pp | 75.1%+17.5pp | 69.6%+23.0pp |
| Annual return | 4.88% | 30.10%-25.2pp | 109.16%-104.3pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,894 | $2,100+37.8% | $2,738+5.7% | $2,471+17.1% |
| Participant deferral / active EE | $8,703 | $2,768+214.4% | $3,711+134.6% | $3,741+132.7% |
| Admin fee / account holder | $9,419 | $2,879+227.2% | $3,848+144.8% | $5,306+77.5% |