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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 | $47,990 | $70,418-31.8% | $96,570-50.3% | $85,847-44.1% |
| Participation rate | 89.7% | 61.8%+27.8pp | 69.8%+19.8pp | 69.3%+20.3pp |
| Annual return | 7.64% | 18.59%-10.9pp | 37.79%-30.2pp | 318.61%-311.0pp |
| Employer contribution / active EE | $460 | $1,413-67.5% | $2,357-80.5% | $2,565-82.1% |
| Participant deferral / active EE | $2,380 | $2,894-17.8% | $3,849-38.2% | $3,952-39.8% |
| Admin fee / account holder | $366 | $4,995-92.7% | $6,182-94.1% | $6,261-94.2% |