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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 | $39,525 | $54,541-27.5% | $78,778-49.8% | $70,126-43.6% |
| Participation rate | 78.8% | 60.8%+18.0pp | 69.2%+9.6pp | 69.5%+9.2pp |
| Annual return | 11.05% | 21.07%-10.0pp | 35.62%-24.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $378 | $1,089-65.3% | $1,986-81.0% | $2,343-83.9% |
| Participant deferral / active EE | $1,883 | $2,210-14.8% | $2,958-36.4% | $3,332-43.5% |
| Admin fee / account holder | $1,910 | $3,709-48.5% | $5,134-62.8% | $4,645-58.9% |