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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 | $39,759 | $72,492-45.2% | $87,102-54.4% | $72,983-45.5% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.9%+0.3pp | 69.5%+7.7pp |
| Annual return | 13.26% | 24.46%-11.2pp | 28.19%-14.9pp | 81.01%-67.8pp |
| Employer contribution / active EE | $1,494 | $1,894-21.1% | $2,521-40.7% | $2,440-38.8% |
| Participant deferral / active EE | $2,528 | $3,270-22.7% | $4,048-37.6% | $3,608-29.9% |
| Admin fee / account holder | $8,549 | $5,055+69.1% | $7,491+14.1% | $5,124+66.8% |