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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 | $50,652 | $54,541-7.1% | $78,778-35.7% | $70,126-27.8% |
| Participation rate | 98.3% | 60.8%+37.5pp | 69.2%+29.1pp | 69.5%+28.8pp |
| Annual return | 8.19% | 21.07%-12.9pp | 35.62%-27.4pp | 73.15%-65.0pp |
| Employer contribution / active EE | $1,667 | $1,089+53.1% | $1,986-16.1% | $2,343-28.9% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $763 | $3,709-79.4% | $5,134-85.1% | $4,645-83.6% |