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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 | $38,864 | $56,894-31.7% | $84,753-54.1% | $62,881-38.2% |
| Participation rate | 82.6% | 68.5%+14.1pp | 76.6%+6.0pp | 69.3%+13.3pp |
| Annual return | 3.10% | 6.30%-3.2pp | 22.78%-19.7pp | 20.14%-17.0pp |
| Employer contribution / active EE | $3,453 | $2,400+43.9% | $3,574-3.4% | $2,281+51.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,232 | $3,581-65.6% | $5,333-76.9% | $4,296-71.3% |