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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 | $39,002 | $53,774-27.5% | $134,162-70.9% | $79,852-51.2% |
| Participation rate | 95.3% | 58.8%+36.5pp | 72.2%+23.1pp | 69.6%+25.7pp |
| Annual return | -5.76% | 19.01%-24.8pp | 36.35%-42.1pp | 31.72%-37.5pp |
| Employer contribution / active EE | $1,662 | $1,322+25.8% | $3,705-55.1% | $2,471-32.7% |
| Participant deferral / active EE | $2,073 | $2,420-14.3% | $3,500-40.8% | $3,740-44.6% |
| Admin fee / account holder | $762 | $3,985-80.9% | $6,685-88.6% | $5,306-85.6% |