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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 | $33,057 | $77,638-57.4% | $156,551-78.9% | $62,881-47.4% |
| Participation rate | 76.3% | 71.2%+5.1pp | 84.0%-7.7pp | 69.3%+7.0pp |
| Annual return | 3.76% | 50.33%-46.6pp | 32.23%-28.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $935 | $3,444-72.9% | $5,501-83.0% | $2,281-59.0% |
| Participant deferral / active EE | $1,749 | $3,046-42.6% | $4,871-64.1% | $3,203-45.4% |
| Admin fee / account holder | $372 | $5,561-93.3% | $13,028-97.1% | $4,296-91.4% |