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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 | $56,599 | $59,839-5.4% | $81,991-31.0% | $79,852-29.1% |
| Participation rate | 93.3% | 61.6%+31.7pp | 69.3%+24.1pp | 69.6%+23.7pp |
| Annual return | 9.94% | 17.56%-7.6pp | 41.31%-31.4pp | 31.72%-21.8pp |
| Employer contribution / active EE | $544 | $1,713-68.3% | $2,498-78.2% | $2,471-78.0% |
| Participant deferral / active EE | $2,169 | $2,695-19.5% | $3,722-41.7% | $3,740-42.0% |
| Admin fee / account holder | $648 | $4,287-84.9% | $5,665-88.6% | $5,306-87.8% |