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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 | $40,936 | $58,848-30.4% | $88,179-53.6% | $82,637-50.5% |
| Participation rate | 76.0% | 57.9%+18.1pp | 69.1%+6.9pp | 68.1%+7.9pp |
| Annual return | 13.29% | 22.76%-9.5pp | 64.97%-51.7pp | 53.51%-40.2pp |
| Employer contribution / active EE | $431 | $1,678-74.3% | $2,549-83.1% | $2,552-83.1% |
| Participant deferral / active EE | $2,512 | $3,124-19.6% | $4,614-45.5% | $4,126-39.1% |
| Admin fee / account holder | $1,059 | $4,795-77.9% | $7,673-86.2% | $7,339-85.6% |