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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 | $49,361 | $97,550-49.4% | $120,344-59.0% | $87,485-43.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 8.67% | 18.41%-9.7pp | 20.30%-11.6pp | 26.06%-17.4pp |
| Employer contribution / active EE | $1,990 | $2,291-13.1% | $3,020-34.1% | $2,596-23.4% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,436 | $9,543-74.5% | $12,742-80.9% | $7,775-68.7% |