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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 | $31,920 | $58,828-45.7% | $78,002-59.1% | $62,881-49.2% |
| Participation rate | 84.8% | 71.1%+13.8pp | 75.5%+9.3pp | 69.3%+15.5pp |
| Annual return | 4.27% | 17.16%-12.9pp | 425.99%-421.7pp | 20.14%-15.9pp |
| Employer contribution / active EE | $401 | $1,672-76.0% | $2,470-83.8% | $2,281-82.4% |
| Participant deferral / active EE | $2,035 | $2,686-24.2% | $3,497-41.8% | $3,203-36.5% |
| Admin fee / account holder | $1,092 | $4,393-75.1% | $5,481-80.1% | $4,296-74.6% |