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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 | $39,945 | $39,132+2.1% | $57,196-30.2% | $62,881-36.5% |
| Participation rate | 98.6% | 70.5%+28.1pp | 75.3%+23.3pp | 69.3%+29.3pp |
| Annual return | -1.84% | 9.24%-11.1pp | 14.59%-16.4pp | 20.14%-22.0pp |
| Employer contribution / active EE | $3,137 | $1,874+67.4% | $2,683+16.9% | $2,281+37.5% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,017 | $2,594-22.2% | $3,141-35.8% | $4,296-53.0% |