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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 | $48,118-54.3% | $136,833-83.9% | $94,015-76.6% |
| Participation rate | 93.5% | 47.4%+46.2pp | 59.0%+34.5pp | 70.8%+22.7pp |
| Annual return | 3.94% | 14.65%-10.7pp | 35.32%-31.4pp | 17.84%-13.9pp |
| Employer contribution / active EE | $1,594 | $821+94.3% | $1,319+20.9% | $2,790-42.9% |
| Participant deferral / active EE | $0 | $1,651-100.0% | $2,441-100.0% | $4,249-100.0% |
| Admin fee / account holder | $887 | $3,059-71.0% | $4,706-81.1% | $8,951-90.1% |