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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 | $31,627 | $49,239-35.8% | $70,462-55.1% | $79,858-60.4% |
| Participation rate | 97.3% | 69.2%+28.1pp | 75.1%+22.2pp | 69.6%+27.7pp |
| Annual return | 2.77% | 30.08%-27.3pp | 109.08%-106.3pp | 31.72%-29.0pp |
| Employer contribution / active EE | $2,136 | $2,100+1.7% | $2,737-22.0% | $2,471-13.5% |
| Participant deferral / active EE | $3,078 | $2,769+11.2% | $3,710-17.0% | $3,740-17.7% |
| Admin fee / account holder | $1,066 | $2,876-62.9% | $3,845-72.3% | $5,306-79.9% |