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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 | $45,165 | $72,492-37.7% | $87,104-48.1% | $72,975-38.1% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.9%+15.1pp | 69.5%+22.4pp |
| Annual return | 5.50% | 24.46%-19.0pp | 28.19%-22.7pp | 81.01%-75.5pp |
| Employer contribution / active EE | $806 | $1,894-57.4% | $2,521-68.0% | $2,440-66.9% |
| Participant deferral / active EE | $2,545 | $3,270-22.2% | $4,048-37.1% | $3,608-29.5% |
| Admin fee / account holder | $1,108 | $5,055-78.1% | $7,491-85.2% | $5,124-78.4% |