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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 | $18,549 | $56,894-67.4% | $84,753-78.1% | $62,881-70.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.90% | 6.30%-3.4pp | 22.78%-19.9pp | 20.14%-17.2pp |
| Employer contribution / active EE | $3,066 | $2,400+27.7% | $3,574-14.2% | $2,281+34.4% |
| Participant deferral / active EE | $2,898 | $2,709+7.0% | $3,712-21.9% | $3,203-9.5% |
| Admin fee / account holder | $2,633 | $3,581-26.5% | $5,333-50.6% | $4,296-38.7% |