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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 | $37,156+27.5% | $83,854-43.5% | $86,983-45.6% |
| Participation rate | 98.2% | 49.1%+49.2pp | 59.1%+39.1pp | 69.5%+28.7pp |
| Annual return | 4.91% | 29.88%-25.0pp | 31.39%-26.5pp | 25.83%-20.9pp |
| Employer contribution / active EE | $2,793 | $661+322.6% | $1,017+174.6% | $2,584+8.1% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $852 | $2,510-66.1% | $3,197-73.4% | $7,856-89.2% |