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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 | $37,156-40.8% | $83,854-73.8% | $86,983-74.7% |
| Participation rate | 93.5% | 49.1%+44.5pp | 59.1%+34.4pp | 69.5%+24.0pp |
| Annual return | 3.94% | 29.88%-25.9pp | 31.39%-27.5pp | 25.83%-21.9pp |
| Employer contribution / active EE | $1,594 | $661+141.3% | $1,017+56.7% | $2,584-38.3% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $887 | $2,510-64.6% | $3,197-72.2% | $7,856-88.7% |