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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 | $36,494 | $62,672-41.8% | $185,117-80.3% | $70,124-48.0% |
| Participation rate | 82.1% | 63.8%+18.3pp | 77.3%+4.8pp | 69.5%+12.5pp |
| Annual return | 9.42% | 40.79%-31.4pp | 40.50%-31.1pp | 73.14%-63.7pp |
| Employer contribution / active EE | $679 | $1,753-61.3% | $4,182-83.8% | $2,342-71.0% |
| Participant deferral / active EE | $2,447 | $3,272-25.2% | $5,045-51.5% | $3,332-26.5% |
| Admin fee / account holder | $1,563 | $3,932-60.2% | $8,159-80.8% | $4,645-66.3% |