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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 | $47,146 | $67,411-30.1% | $91,004-48.2% | $70,126-32.8% |
| Participation rate | 92.7% | 71.4%+21.4pp | 75.6%+17.1pp | 69.5%+23.2pp |
| Annual return | 11.79% | -40.16%+52.0pp | 4.60%+7.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $476 | $1,786-73.3% | $2,456-80.6% | $2,343-79.7% |
| Participant deferral / active EE | $2,257 | $2,823-20.1% | $3,548-36.4% | $3,332-32.3% |
| Admin fee / account holder | $2,212 | $4,236-47.8% | $5,417-59.2% | $4,645-52.4% |