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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 | $76,332 | $72,269+5.6% | $101,271-24.6% | $79,852-4.4% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.5pp |
| Annual return | 10.45% | 22.29%-11.8pp | 46.48%-36.0pp | 31.72%-21.3pp |
| Employer contribution / active EE | $627 | $2,692-76.7% | $3,660-82.9% | $2,471-74.6% |
| Participant deferral / active EE | $2,516 | $3,282-23.3% | $4,371-42.4% | $3,740-32.7% |
| Admin fee / account holder | $2,441 | $4,401-44.5% | $5,948-59.0% | $5,306-54.0% |