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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 | $57,177 | $77,574-26.3% | $108,753-47.4% | $86,983-34.3% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 9.78% | 18.42%-8.6pp | 37.47%-27.7pp | 25.83%-16.0pp |
| Employer contribution / active EE | $875 | $1,611-45.7% | $2,427-63.9% | $2,584-66.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,654 | $6,529-44.0% | $10,320-64.6% | $7,856-53.5% |