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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 | $30,365 | $57,140-46.9% | $85,240-64.4% | $80,959-62.5% |
| Participation rate | 98.5% | 56.4%+42.1pp | 67.5%+31.0pp | 67.7%+30.8pp |
| Annual return | 9.09% | 21.71%-12.6pp | 66.75%-57.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,417 | $1,802-21.4% | $2,735-48.2% | $2,757-48.6% |
| Participant deferral / active EE | $2,400 | $3,115-23.0% | $4,527-47.0% | $4,300-44.2% |
| Admin fee / account holder | $1,055 | $4,992-78.9% | $6,165-82.9% | $6,925-84.8% |