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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 | $59,440-33.1% | $78,004-49.0% | $82,637-51.9% |
| Participation rate | 97.6% | 62.8%+34.8pp | 69.4%+28.2pp | 68.1%+29.6pp |
| Annual return | 11.27% | 40.24%-29.0pp | 31.07%-19.8pp | 53.51%-42.2pp |
| Employer contribution / active EE | $5,113 | $1,750+192.1% | $2,469+107.1% | $2,552+100.3% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,849 | $5,504+6.3% | $7,578-22.8% | $7,339-20.3% |