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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 | $24,854 | $39,132-36.5% | $57,196-56.5% | $62,881-60.5% |
| Participation rate | 76.9% | 70.5%+6.4pp | 75.3%+1.6pp | 69.3%+7.6pp |
| Annual return | 0.10% | 9.24%-9.1pp | 14.59%-14.5pp | 20.14%-20.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,366 | $2,374-0.3% | $3,096-23.6% | $3,203-26.1% |
| Admin fee / account holder | $3,073 | $2,594+18.5% | $3,141-2.2% | $4,296-28.5% |