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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 | $11,726 | $57,590-79.6% | $86,233-86.4% | $82,448-85.8% |
| Participation rate | 94.9% | 57.9%+37.1pp | 69.0%+25.9pp | 68.1%+26.8pp |
| Annual return | 0.80% | 22.41%-21.6pp | 61.39%-60.6pp | 41.64%-40.8pp |
| Employer contribution / active EE | $2,623 | $1,655+58.5% | $2,504+4.7% | $2,551+2.8% |
| Participant deferral / active EE | $3,931 | $3,080+27.6% | $4,559-13.8% | $4,139-5.0% |
| Admin fee / account holder | $2,773 | $4,730-41.4% | $8,342-66.8% | $7,234-61.7% |