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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 | $25,123 | $55,889-55.0% | $76,119-67.0% | $80,935-69.0% |
| Participation rate | 87.1% | 62.1%+25.0pp | 69.1%+18.0pp | 67.7%+19.4pp |
| Annual return | 8.50% | 20.58%-12.1pp | 361.25%-352.7pp | 35.66%-27.2pp |
| Employer contribution / active EE | $487 | $1,866-73.9% | $2,693-81.9% | $2,757-82.3% |
| Participant deferral / active EE | $2,008 | $3,051-34.2% | $4,259-52.9% | $4,299-53.3% |
| Admin fee / account holder | $4,547 | $5,241-13.2% | $6,421-29.2% | $6,924-34.3% |