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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 | $40,656 | $73,978-45.0% | $96,515-57.9% | $75,173-45.9% |
| Participation rate | 87.2% | 66.4%+20.8pp | 74.3%+12.8pp | 67.2%+20.0pp |
| Annual return | 1.72% | 26.72%-25.0pp | 35.73%-34.0pp | 160.72%-159.0pp |
| Employer contribution / active EE | $1,192 | $2,931-59.3% | $3,740-68.1% | $2,671-55.4% |
| Participant deferral / active EE | $2,837 | $3,660-22.5% | $4,880-41.9% | $4,126-31.3% |
| Admin fee / account holder | $329 | $5,219-93.7% | $6,735-95.1% | $5,651-94.2% |