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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 | $48,826 | $56,544-13.6% | $75,501-35.3% | $70,126-30.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 7.14% | 23.59%-16.4pp | 27.35%-20.2pp | 73.15%-66.0pp |
| Employer contribution / active EE | $4,411 | $1,817+142.8% | $2,352+87.5% | $2,343+88.3% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $893 | $3,827-76.7% | $5,801-84.6% | $4,645-80.8% |