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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 | $49,701 | $69,977-29.0% | $108,582-54.2% | $62,881-21.0% |
| Participation rate | 81.0% | 72.9%+8.1pp | 79.6%+1.4pp | 69.3%+11.6pp |
| Annual return | 3.62% | 10.73%-7.1pp | -51.70%+55.3pp | 20.14%-16.5pp |
| Employer contribution / active EE | $533 | $2,135-75.0% | $3,758-85.8% | $2,281-76.6% |
| Participant deferral / active EE | $1,544 | $3,165-51.2% | $4,311-64.2% | $3,203-51.8% |
| Admin fee / account holder | $6,166 | $5,076+21.5% | $7,645-19.3% | $4,296+43.5% |