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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 | $57,184 | $94,031-39.2% | $115,768-50.6% | $82,448-30.6% |
| Participation rate | 74.4% | 70.4%+3.9pp | 74.4%0pp | 68.1%+6.3pp |
| Annual return | 5.64% | 20.61%-15.0pp | 100.46%-94.8pp | 41.64%-36.0pp |
| Employer contribution / active EE | $1,026 | $2,323-55.9% | $2,940-65.1% | $2,551-59.8% |
| Participant deferral / active EE | $4,119 | $3,972+3.7% | $4,917-16.2% | $4,139-0.5% |
| Admin fee / account holder | $3,441 | $10,249-66.4% | $12,439-72.3% | $7,234-52.4% |