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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 | $51,237 | $56,054-8.6% | $171,082-70.1% | $62,881-18.5% |
| Participation rate | 90.4% | 62.9%+27.5pp | 76.7%+13.7pp | 69.3%+21.1pp |
| Annual return | 3.68% | 22.52%-18.8pp | 32.56%-28.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $614 | $1,731-64.5% | $4,002-84.7% | $2,281-73.1% |
| Participant deferral / active EE | $4,067 | $3,158+28.8% | $4,797-15.2% | $3,203+27.0% |
| Admin fee / account holder | $1,187 | $3,647-67.5% | $8,520-86.1% | $4,296-72.4% |