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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 | $33,331 | $66,275-49.7% | $163,379-79.6% | $64,097-48.0% |
| Participation rate | 86.1% | 54.1%+32.0pp | 76.8%+9.3pp | 55.2%+30.9pp |
| Annual return | 12.10% | 32.72%-20.6pp | 63.41%-51.3pp | 34.64%-22.5pp |
| Employer contribution / active EE | $1,130 | $1,521-25.7% | $3,752-69.9% | $1,891-40.3% |
| Participant deferral / active EE | $2,110 | $3,126-32.5% | $6,282-66.4% | $3,080-31.5% |
| Admin fee / account holder | $1,117 | $4,569-75.5% | $9,818-88.6% | $3,454-67.7% |