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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 | $49,455 | $53,774-8.0% | $134,162-63.1% | $79,856-38.1% |
| Participation rate | 75.0% | 58.8%+16.2pp | 72.2%+2.8pp | 69.6%+5.4pp |
| Annual return | 7.57% | 19.01%-11.4pp | 36.35%-28.8pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,205 | $1,322-8.8% | $3,705-67.5% | $2,471-51.2% |
| Participant deferral / active EE | $2,108 | $2,420-12.9% | $3,500-39.8% | $3,741-43.7% |
| Admin fee / account holder | $428 | $3,985-89.3% | $6,685-93.6% | $5,306-91.9% |