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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 | $38,127 | $98,776-61.4% | $149,745-74.5% | $79,856-52.3% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 5.40% | 27.38%-22.0pp | 276.72%-271.3pp | 31.71%-26.3pp |
| Employer contribution / active EE | $981 | $3,217-69.5% | $4,646-78.9% | $2,471-60.3% |
| Participant deferral / active EE | $3,326 | $5,681-41.5% | $6,843-51.4% | $3,741-11.1% |
| Admin fee / account holder | $4,435 | $6,053-26.7% | $9,312-52.4% | $5,306-16.4% |