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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 | $57,603 | $59,839-3.7% | $81,988-29.7% | $79,858-27.9% |
| Participation rate | 70.4% | 61.6%+8.8pp | 69.3%+1.1pp | 69.6%+0.7pp |
| Annual return | 8.39% | 17.56%-9.2pp | 41.31%-32.9pp | 31.72%-23.3pp |
| Employer contribution / active EE | $818 | $1,713-52.3% | $2,498-67.3% | $2,471-66.9% |
| Participant deferral / active EE | $1,989 | $2,695-26.2% | $3,722-46.6% | $3,740-46.8% |
| Admin fee / account holder | $2,124 | $4,287-50.5% | $5,665-62.5% | $5,306-60.0% |