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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 | $29,527 | $48,078-38.6% | $78,676-62.5% | $62,881-53.0% |
| Participation rate | 71.9% | 65.2%+6.7pp | 73.6%-1.7pp | 69.3%+2.6pp |
| Annual return | 0.40% | 31.36%-31.0pp | 62.19%-61.8pp | 20.14%-19.7pp |
| Employer contribution / active EE | $3,055 | $2,015+51.6% | $2,850+7.2% | $2,281+33.9% |
| Participant deferral / active EE | $2,594 | $2,587+0.3% | $3,517-26.2% | $3,203-19.0% |
| Admin fee / account holder | $894 | $3,206-72.1% | $4,510-80.2% | $4,296-79.2% |