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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 | $21,568 | $75,541-71.4% | $152,093-85.8% | $82,637-73.9% |
| Participation rate | 77.8% | 66.5%+11.2pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 10.21% | 32.56%-22.3pp | 66.36%-56.1pp | 53.51%-43.3pp |
| Employer contribution / active EE | $895 | $2,622-65.9% | $4,175-78.6% | $2,552-64.9% |
| Participant deferral / active EE | $3,337 | $3,206+4.1% | $5,451-38.8% | $4,126-19.1% |
| Admin fee / account holder | $3,456 | $6,405-46.0% | $14,497-76.2% | $7,339-52.9% |