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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 | $69,444-42.7% | $92,985-57.2% | $87,485-54.6% |
| Participation rate | 97.6% | 63.3%+34.3pp | 69.5%+28.1pp | 68.9%+28.7pp |
| Annual return | 11.27% | 23.85%-12.6pp | 27.99%-16.7pp | 26.06%-14.8pp |
| Employer contribution / active EE | $5,113 | $1,917+166.7% | $2,662+92.1% | $2,596+96.9% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,849 | $6,137-4.7% | $9,463-38.2% | $7,775-24.8% |