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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 | $49,783 | $87,834-43.3% | $133,975-62.8% | $62,881-20.8% |
| Participation rate | 98.1% | 83.4%+14.7pp | 87.1%+11.0pp | 69.3%+28.8pp |
| Annual return | 3.26% | 12.05%-8.8pp | 29.29%-26.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,256 | $4,812-32.3% | $6,282-48.2% | $3,203+1.6% |
| Admin fee / account holder | $1,617 | $5,372-69.9% | $9,324-82.7% | $4,296-62.4% |