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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 | $58,627 | $81,358-27.9% | $155,556-62.3% | $80,959-27.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.18% | 33.39%-26.2pp | 64.84%-57.7pp | 35.67%-28.5pp |
| Employer contribution / active EE | $758 | $3,106-75.6% | $4,675-83.8% | $2,757-72.5% |
| Participant deferral / active EE | $3,003 | $3,455-13.1% | $5,631-46.7% | $4,300-30.2% |
| Admin fee / account holder | $1,638 | $7,994-79.5% | $15,885-89.7% | $6,925-76.3% |