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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 | $30,480 | $41,377-26.3% | $109,313-72.1% | $62,881-51.5% |
| Participation rate | 98.6% | 57.5%+41.1pp | 71.3%+27.4pp | 69.3%+29.3pp |
| Annual return | -1.24% | 11.05%-12.3pp | 22.07%-23.3pp | 20.14%-21.4pp |
| Employer contribution / active EE | $1,359 | $1,276+6.5% | $3,892-65.1% | $2,281-40.4% |
| Participant deferral / active EE | $1,211 | $2,045-40.8% | $3,166-61.8% | $3,203-62.2% |
| Admin fee / account holder | $887 | $2,884-69.3% | $5,666-84.4% | $4,296-79.4% |