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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 | $41,506 | $95,453-56.5% | $112,040-63.0% | $82,448-49.7% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 10.83% | 23.92%-13.1pp | 24.52%-13.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,200 | $2,318-48.2% | $2,954-59.4% | $2,551-53.0% |
| Participant deferral / active EE | $2,010 | $4,224-52.4% | $5,098-60.6% | $4,139-51.4% |
| Admin fee / account holder | $361 | $9,013-96.0% | $12,098-97.0% | $7,234-95.0% |