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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 | $35,964 | $78,690-54.3% | $161,489-77.7% | $87,485-58.9% |
| Participation rate | 92.7% | 67.5%+25.2pp | 78.7%+14.0pp | 68.9%+23.8pp |
| Annual return | 11.60% | 32.74%-21.1pp | 89.72%-78.1pp | 26.06%-14.5pp |
| Employer contribution / active EE | $2,504 | $2,588-3.3% | $4,268-41.3% | $2,596-3.6% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $666 | $6,724-90.1% | $16,006-95.8% | $7,775-91.4% |