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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 | $22,886 | $77,908-70.6% | $149,696-84.7% | $75,173-69.6% |
| Participation rate | 79.2% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.0pp |
| Annual return | 9.45% | 31.73%-22.3pp | 134.46%-125.0pp | 160.72%-151.3pp |
| Employer contribution / active EE | $1,242 | $3,138-60.4% | $4,821-74.2% | $2,671-53.5% |
| Participant deferral / active EE | $1,728 | $3,411-49.3% | $5,682-69.6% | $4,126-58.1% |
| Admin fee / account holder | $1,281 | $5,950-78.5% | $13,212-90.3% | $5,651-77.3% |