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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 | $46,766 | $91,559-48.9% | $133,978-65.1% | $79,856-41.4% |
| Participation rate | 84.8% | 73.3%+11.4pp | 79.8%+4.9pp | 69.6%+15.1pp |
| Annual return | 9.10% | 61.85%-52.7pp | 45.10%-36.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,137 | $2,384-52.3% | $3,919-71.0% | $2,471-54.0% |
| Participant deferral / active EE | $1,793 | $3,734-52.0% | $5,047-64.5% | $3,741-52.1% |
| Admin fee / account holder | $2,582 | $6,321-59.2% | $8,930-71.1% | $5,306-51.3% |