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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 | $39,614 | $77,814-49.1% | $158,223-75.0% | $86,983-54.5% |
| Participation rate | 84.8% | 68.4%+16.4pp | 79.2%+5.6pp | 69.5%+15.3pp |
| Annual return | 11.54% | 30.54%-19.0pp | 52.09%-40.6pp | 25.83%-14.3pp |
| Employer contribution / active EE | $1,113 | $2,592-57.1% | $4,109-72.9% | $2,584-56.9% |
| Participant deferral / active EE | $2,093 | $3,270-36.0% | $5,467-61.7% | $4,194-50.1% |
| Admin fee / account holder | $851 | $5,879-85.5% | $16,047-94.7% | $7,856-89.2% |