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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 | $75,541-40.2% | $152,093-70.3% | $82,637-45.4% |
| Participation rate | 88.5% | 66.5%+21.9pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 11.78% | 32.56%-20.8pp | 66.36%-54.6pp | 53.51%-41.7pp |
| Employer contribution / active EE | $799 | $2,622-69.5% | $4,175-80.9% | $2,552-68.7% |
| Participant deferral / active EE | $1,694 | $3,206-47.2% | $5,451-68.9% | $4,126-59.0% |
| Admin fee / account holder | $1,510 | $6,405-76.4% | $14,497-89.6% | $7,339-79.4% |