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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 | $38,095 | $124,213-69.3% | $118,106-67.7% | $154,746-75.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 2.74% | 18.29%-15.6pp | 19.44%-16.7pp | 172.34%-169.6pp |
| Employer contribution / active EE | $1,667 | $4,905-66.0% | $4,698-64.5% | $4,379-61.9% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,369 | $9,627-75.4% | $8,973-73.6% | $14,365-83.5% |