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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 | $45,962 | $80,983-43.2% | $96,544-52.4% | $75,177-38.9% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | 12.46% | 27.05%-14.6pp | 25.88%-13.4pp | 160.75%-148.3pp |
| Employer contribution / active EE | $2,778 | $2,282+21.7% | $2,966-6.4% | $2,671+4.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,590 | $6,717-76.3% | $8,254-80.7% | $5,651-71.9% |