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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 | $32,225 | $48,300-33.3% | $40,145,923-99.9% | $62,881-48.8% |
| Participation rate | 86.1% | 62.0%+24.1pp | 68.4%+17.7pp | 69.3%+16.8pp |
| Annual return | 4.46% | 6.95%-2.5pp | 5.24%-0.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $667 | $1,333-50.0% | $1,844-63.8% | $2,281-70.8% |
| Participant deferral / active EE | $1,571 | $2,388-34.2% | $2,591-39.4% | $3,203-51.0% |
| Admin fee / account holder | $1,924 | $2,919-34.1% | $2,903-33.7% | $4,296-55.2% |