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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 | $47,362 | $36,948+28.2% | $73,658-35.7% | $87,485-45.9% |
| Participation rate | 98.2% | 46.8%+51.4pp | 57.0%+41.2pp | 68.9%+29.3pp |
| Annual return | 4.91% | 28.64%-23.7pp | 29.72%-24.8pp | 26.06%-21.2pp |
| Employer contribution / active EE | $2,793 | $670+316.8% | $1,032+170.5% | $2,596+7.6% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $852 | $2,531-66.3% | $3,357-74.6% | $7,775-89.0% |