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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 | $32,767 | $75,541-56.6% | $152,093-78.5% | $82,637-60.3% |
| Participation rate | 91.7% | 66.5%+25.1pp | 77.8%+13.9pp | 68.1%+23.6pp |
| Annual return | 12.28% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $715 | $2,622-72.8% | $4,175-82.9% | $2,552-72.0% |
| Participant deferral / active EE | $2,231 | $3,206-30.4% | $5,451-59.1% | $4,126-45.9% |
| Admin fee / account holder | $2,214 | $6,405-65.4% | $14,497-84.7% | $7,339-69.8% |