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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 | $22,009 | $36,948-40.4% | $73,658-70.1% | $87,485-74.8% |
| Participation rate | 93.5% | 46.8%+46.7pp | 57.0%+36.5pp | 68.9%+24.6pp |
| Annual return | 3.94% | 28.64%-24.7pp | 29.72%-25.8pp | 26.06%-22.1pp |
| Employer contribution / active EE | $1,594 | $670+138.0% | $1,032+54.4% | $2,596-38.6% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $887 | $2,531-64.9% | $3,357-73.6% | $7,775-88.6% |