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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 | $36,326 | $46,599-22.0% | $64,101-43.3% | $75,173-51.7% |
| Participation rate | 76.4% | 65.9%+10.5pp | 72.3%+4.1pp | 67.2%+9.2pp |
| Annual return | 8.69% | 26.06%-17.4pp | 33.72%-25.0pp | 160.72%-152.0pp |
| Employer contribution / active EE | $585 | $1,975-70.4% | $2,749-78.7% | $2,671-78.1% |
| Participant deferral / active EE | $2,089 | $2,837-26.4% | $3,881-46.2% | $4,126-49.4% |
| Admin fee / account holder | $367 | $2,956-87.6% | $3,070-88.1% | $5,651-93.5% |