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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 | $44,001 | $76,407-42.4% | $150,298-70.7% | $82,448-46.6% |
| Participation rate | 80.6% | 66.4%+14.2pp | 77.8%+2.8pp | 68.1%+12.5pp |
| Annual return | 13.06% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,018 | $2,614-61.1% | $4,154-75.5% | $2,551-60.1% |
| Participant deferral / active EE | $2,657 | $3,214-17.3% | $5,453-51.3% | $4,139-35.8% |
| Admin fee / account holder | $941 | $6,352-85.2% | $14,116-93.3% | $7,234-87.0% |