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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 | $39,758 | $58,627-32.2% | $76,735-48.2% | $82,448-51.8% |
| Participation rate | 97.6% | 63.2%+34.4pp | 69.5%+28.1pp | 68.1%+29.6pp |
| Annual return | 11.27% | 39.10%-27.8pp | 29.77%-18.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $5,113 | $1,729+195.7% | $2,454+108.3% | $2,551+100.4% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,849 | $5,323+9.9% | $7,189-18.6% | $7,234-19.2% |