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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 | $40,207 | $63,082-36.3% | $81,716-50.8% | $79,852-49.6% |
| Participation rate | 95.1% | 67.5%+27.6pp | 72.0%+23.1pp | 69.6%+25.5pp |
| Annual return | 8.62% | 22.66%-14.0pp | 29.49%-20.9pp | 31.72%-23.1pp |
| Employer contribution / active EE | $366 | $1,795-79.6% | $4,310-91.5% | $2,471-85.2% |
| Participant deferral / active EE | $2,331 | $2,780-16.2% | $7,108-67.2% | $3,740-37.7% |
| Admin fee / account holder | $2,533 | $4,428-42.8% | $5,159-50.9% | $5,306-52.3% |