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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 | $25,184 | $52,580-52.1% | $71,671-64.9% | $70,126-64.1% |
| Participation rate | 75.7% | 60.9%+14.8pp | 68.7%+6.9pp | 69.5%+6.1pp |
| Annual return | 10.20% | 20.25%-10.0pp | 20.65%-10.4pp | 73.15%-62.9pp |
| Employer contribution / active EE | $1,229 | $1,616-23.9% | $2,460-50.0% | $2,343-47.5% |
| Participant deferral / active EE | $3,383 | $2,386+41.8% | $3,438-1.6% | $3,332+1.5% |
| Admin fee / account holder | $2,424 | $3,653-33.6% | $5,558-56.4% | $4,645-47.8% |