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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 | $78,690-49.7% | $161,489-75.5% | $87,485-54.7% |
| Participation rate | 84.8% | 67.5%+17.4pp | 78.7%+6.2pp | 68.9%+15.9pp |
| Annual return | 11.54% | 32.74%-21.2pp | 89.72%-78.2pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,113 | $2,588-57.0% | $4,268-73.9% | $2,596-57.1% |
| Participant deferral / active EE | $2,093 | $3,311-36.8% | $5,630-62.8% | $4,274-51.0% |
| Admin fee / account holder | $851 | $6,724-87.3% | $16,006-94.7% | $7,775-89.1% |