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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 | $33,040 | $77,638-57.4% | $156,551-78.9% | $62,881-47.5% |
| Participation rate | 84.6% | 71.2%+13.4pp | 84.0%+0.6pp | 69.3%+15.3pp |
| Annual return | 3.91% | 50.33%-46.4pp | 32.23%-28.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,588 | $3,444-53.9% | $5,501-71.1% | $2,281-30.4% |
| Participant deferral / active EE | $2,132 | $3,046-30.0% | $4,871-56.2% | $3,203-33.4% |
| Admin fee / account holder | $941 | $5,561-83.1% | $13,028-92.8% | $4,296-78.1% |