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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 | $45,144 | $78,690-42.6% | $161,489-72.0% | $87,485-48.4% |
| Participation rate | 88.5% | 67.5%+21.0pp | 78.7%+9.8pp | 68.9%+19.5pp |
| Annual return | 11.78% | 32.74%-21.0pp | 89.72%-77.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $799 | $2,588-69.1% | $4,268-81.3% | $2,596-69.2% |
| Participant deferral / active EE | $1,694 | $3,311-48.8% | $5,630-69.9% | $4,274-60.4% |
| Admin fee / account holder | $1,510 | $6,724-77.5% | $16,006-90.6% | $7,775-80.6% |