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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 | $31,877 | $93,598-65.9% | $135,974-76.6% | $75,173-57.6% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+2.0pp | 67.2%+16.7pp |
| Annual return | 11.82% | 30.89%-19.1pp | 68.30%-56.5pp | 160.72%-148.9pp |
| Employer contribution / active EE | $1,419 | $3,538-59.9% | $4,859-70.8% | $2,671-46.9% |
| Participant deferral / active EE | $5,435 | $6,405-15.2% | $7,760-30.0% | $4,126+31.7% |
| Admin fee / account holder | $1,239 | $6,978-82.2% | $10,767-88.5% | $5,651-78.1% |