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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 | $43,905 | $72,269-39.2% | $101,271-56.6% | $79,852-45.0% |
| Participation rate | 91.5% | 68.5%+23.0pp | 75.8%+15.7pp | 69.6%+21.9pp |
| Annual return | 5.54% | 22.29%-16.8pp | 46.48%-40.9pp | 31.72%-26.2pp |
| Employer contribution / active EE | $4,315 | $2,692+60.3% | $3,660+17.9% | $2,471+74.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,956 | $4,401+58.1% | $5,948+17.0% | $5,306+31.1% |