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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 | $49,467 | $37,446+32.1% | $77,552-36.2% | $79,856-38.1% |
| Participation rate | 97.4% | 41.5%+55.8pp | 54.2%+43.2pp | 69.6%+27.7pp |
| Annual return | 8.67% | 39.76%-31.1pp | 54.82%-46.2pp | 31.71%-23.0pp |
| Employer contribution / active EE | $526 | $637-17.4% | $987-46.7% | $2,471-78.7% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $886 | $2,506-64.7% | $2,859-69.0% | $5,306-83.3% |