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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 | $39,050 | $90,400-56.8% | $186,193-79.0% | $87,485-55.4% |
| Participation rate | 76.1% | 66.2%+9.9pp | 77.1%-1.0pp | 68.9%+7.2pp |
| Annual return | 11.18% | 22.15%-11.0pp | 78.03%-66.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,490 | $2,170-31.3% | $3,918-62.0% | $2,596-42.6% |
| Participant deferral / active EE | $2,496 | $4,330-42.3% | $6,513-61.7% | $4,274-41.6% |
| Admin fee / account holder | $5,061 | $8,673-41.6% | $11,058-54.2% | $7,775-34.9% |