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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 | $32,321 | $65,034-50.3% | $90,970-64.5% | $79,856-59.5% |
| Participation rate | 94.7% | 61.6%+33.1pp | 69.0%+25.7pp | 69.6%+25.1pp |
| Annual return | 9.16% | 30.45%-21.3pp | 134.60%-125.4pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,224 | $1,247-1.9% | $2,122-42.3% | $2,471-50.5% |
| Participant deferral / active EE | $2,031 | $2,512-19.2% | $3,373-39.8% | $3,741-45.7% |
| Admin fee / account holder | $5,315 | $4,536+17.2% | $5,961-10.8% | $5,306+0.2% |