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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 | $39,083 | $84,236-53.6% | $170,439-77.1% | $70,124-44.3% |
| Participation rate | 72.6% | 70.8%+1.8pp | 83.6%-11.0pp | 69.5%+3.1pp |
| Annual return | 6.71% | 23.06%-16.3pp | 205.94%-199.2pp | 73.14%-66.4pp |
| Employer contribution / active EE | $1,106 | $3,387-67.3% | $5,433-79.6% | $2,342-52.8% |
| Participant deferral / active EE | $1,491 | $3,086-51.7% | $4,939-69.8% | $3,332-55.3% |
| Admin fee / account holder | $2,684 | $5,698-52.9% | $13,881-80.7% | $4,645-42.2% |