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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 | $58,645 | $72,492-19.1% | $87,104-32.7% | $72,975-19.6% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 5.31% | 24.46%-19.2pp | 28.19%-22.9pp | 81.01%-75.7pp |
| Employer contribution / active EE | $6,081 | $1,894+221.1% | $2,521+141.2% | $2,440+149.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,908 | $5,055-42.5% | $7,491-61.2% | $5,124-43.2% |