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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 | $36,335 | $76,407-52.4% | $150,298-75.8% | $82,448-55.9% |
| Participation rate | 72.9% | 66.4%+6.5pp | 77.8%-4.8pp | 68.1%+4.9pp |
| Annual return | 12.96% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $515 | $2,614-80.3% | $4,154-87.6% | $2,551-79.8% |
| Participant deferral / active EE | $2,942 | $3,214-8.5% | $5,453-46.1% | $4,139-28.9% |
| Admin fee / account holder | $2,396 | $6,352-62.3% | $14,116-83.0% | $7,234-66.9% |