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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 | $33,016 | $49,239-32.9% | $70,462-53.1% | $79,858-58.7% |
| Participation rate | 96.6% | 69.2%+27.4pp | 75.1%+21.5pp | 69.6%+26.9pp |
| Annual return | 5.08% | 30.08%-25.0pp | 109.08%-104.0pp | 31.72%-26.6pp |
| Employer contribution / active EE | $1,704 | $2,100-18.9% | $2,737-37.8% | $2,471-31.0% |
| Participant deferral / active EE | $2,350 | $2,769-15.1% | $3,710-36.6% | $3,740-37.2% |
| Admin fee / account holder | $1,634 | $2,876-43.2% | $3,845-57.5% | $5,306-69.2% |