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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 | $30,539 | $51,202-40.4% | $70,548-56.7% | $75,181-59.4% |
| Participation rate | 97.0% | 61.0%+36.0pp | 68.3%+28.6pp | 67.2%+29.8pp |
| Annual return | 12.78% | 30.05%-17.3pp | 32.78%-20.0pp | 160.69%-147.9pp |
| Employer contribution / active EE | $5,058 | $1,827+176.9% | $2,975+70.0% | $2,671+89.4% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,361 | $4,094-42.3% | $6,424-63.2% | $5,650-58.2% |