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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 | $60,081 | $104,251-42.4% | $91,004-34.0% | $147,586-59.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 3.76% | 27.06%-23.3pp | 4.60%-0.8pp | 578.59%-574.8pp |
| Employer contribution / active EE | $1,429 | $3,116-54.1% | $2,456-41.8% | $4,876-70.7% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,465 | $8,948-72.5% | $5,417-54.5% | $10,886-77.4% |