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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 | $58,795 | $88,707-33.7% | $74,184-20.7% | $273,972-78.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 1.23% | 11.94%-10.7pp | 17.74%-16.5pp | 41.46%-40.2pp |
| Employer contribution / active EE | $12,500 | $3,159+295.7% | $2,370+427.4% | $4,869+156.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,953 | $8,717-77.6% | $5,586-65.0% | $10,133-80.7% |