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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 | $64,178 | $65,027-1.3% | $90,970-29.5% | $79,852-19.6% |
| Participation rate | 77.8% | 61.6%+16.2pp | 69.0%+8.8pp | 69.6%+8.1pp |
| Annual return | 0.32% | 30.45%-30.1pp | 134.58%-134.3pp | 31.72%-31.4pp |
| Employer contribution / active EE | $784 | $1,247-37.1% | $2,122-63.1% | $2,471-68.3% |
| Participant deferral / active EE | $4,807 | $2,512+91.4% | $3,373+42.5% | $3,740+28.5% |
| Admin fee / account holder | $3,201 | $4,535-29.4% | $5,960-46.3% | $5,306-39.7% |