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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 | $43,883 | $55,684-21.2% | $75,900-42.2% | $72,976-39.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 14.89% | 27.60%-12.7pp | 30.73%-15.8pp | 81.02%-66.1pp |
| Employer contribution / active EE | $3,462 | $1,687+105.2% | $2,501+38.4% | $2,440+41.9% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $460 | $3,981-88.4% | $5,421-91.5% | $5,124-91.0% |