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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 | $25,803 | $39,132-34.1% | $57,196-54.9% | $62,881-59.0% |
| Participation rate | 98.8% | 70.5%+28.3pp | 75.3%+23.5pp | 69.3%+29.5pp |
| Annual return | 1.03% | 9.24%-8.2pp | 14.59%-13.6pp | 20.14%-19.1pp |
| Employer contribution / active EE | $3,651 | $1,874+94.8% | $2,683+36.1% | $2,281+60.1% |
| Participant deferral / active EE | $1,614 | $2,374-32.0% | $3,096-47.9% | $3,203-49.6% |
| Admin fee / account holder | $1,971 | $2,594-24.0% | $3,141-37.2% | $4,296-54.1% |