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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 | $55,695 | $60,349-7.7% | $74,184-24.9% | $62,881-11.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.37% | 21.38%-21.7pp | 17.74%-18.1pp | 20.14%-20.5pp |
| Employer contribution / active EE | $2,497 | $1,680+48.6% | $2,370+5.3% | $2,281+9.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $507 | $4,261-88.1% | $5,586-90.9% | $4,296-88.2% |