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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 | $36,840 | $37,446-1.6% | $77,513-52.5% | $79,852-53.9% |
| Participation rate | 83.0% | 41.5%+41.5pp | 54.2%+28.8pp | 69.6%+13.3pp |
| Annual return | 8.72% | 39.76%-31.0pp | 54.81%-46.1pp | 31.72%-23.0pp |
| Employer contribution / active EE | $990 | $637+55.4% | $987+0.4% | $2,471-59.9% |
| Participant deferral / active EE | $2,258 | $1,261+79.1% | $1,861+21.3% | $3,740-39.6% |
| Admin fee / account holder | $1,127 | $2,506-55.0% | $2,859-60.6% | $5,306-78.8% |