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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 | $36,532 | $56,054-34.8% | $171,082-78.6% | $62,881-41.9% |
| Participation rate | 93.8% | 62.9%+30.9pp | 76.7%+17.1pp | 69.3%+24.4pp |
| Annual return | 1.23% | 22.52%-21.3pp | 32.56%-31.3pp | 20.14%-18.9pp |
| Employer contribution / active EE | $963 | $1,731-44.4% | $4,002-75.9% | $2,281-57.8% |
| Participant deferral / active EE | $1,737 | $3,158-45.0% | $4,797-63.8% | $3,203-45.8% |
| Admin fee / account holder | $593 | $3,647-83.7% | $8,520-93.0% | $4,296-86.2% |