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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 | $25,784 | $39,132-34.1% | $57,196-54.9% | $62,881-59.0% |
| Participation rate | 96.8% | 70.5%+26.3pp | 75.3%+21.5pp | 69.3%+27.5pp |
| Annual return | 0.13% | 9.24%-9.1pp | 14.59%-14.5pp | 20.14%-20.0pp |
| Employer contribution / active EE | $1,157 | $1,874-38.2% | $2,683-56.9% | $2,281-49.3% |
| Participant deferral / active EE | $2,570 | $2,374+8.3% | $3,096-17.0% | $3,203-19.8% |
| Admin fee / account holder | $4,605 | $2,594+77.5% | $3,141+46.6% | $4,296+7.2% |