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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 | $39,053 | $64,359-39.3% | $90,161-56.7% | $70,126-44.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.12% | 28.13%-15.0pp | 34.89%-21.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,073 | $2,046-47.6% | $3,318-67.7% | $2,343-54.2% |
| Participant deferral / active EE | $2,718 | $4,389-38.1% | $5,287-48.6% | $3,332-18.4% |
| Admin fee / account holder | $2,557 | $3,945-35.2% | $5,943-57.0% | $4,645-45.0% |