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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 | $33,865 | $67,602-49.9% | $82,312-58.9% | $70,126-51.7% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 0.53% | 21.57%-21.0pp | 25.88%-25.4pp | 73.15%-72.6pp |
| Employer contribution / active EE | $5,556 | $1,755+216.6% | $2,428+128.8% | $2,343+137.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $667 | $4,512-85.2% | $5,608-88.1% | $4,645-85.6% |