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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 | $39,524 | $64,920-39.1% | $103,693-61.9% | $86,983-54.6% |
| Participation rate | 90.6% | 63.6%+27.0pp | 72.6%+17.9pp | 69.5%+21.0pp |
| Annual return | 8.97% | 30.29%-21.3pp | 47.61%-38.6pp | 25.83%-16.9pp |
| Employer contribution / active EE | $4,670 | $2,141+118.1% | $2,920+59.9% | $2,584+80.7% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,911 | $6,191-53.0% | $7,858-62.9% | $7,856-62.9% |