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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 | $60,430 | $72,492-16.6% | $87,102-30.6% | $72,983-17.2% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.9%+0.2pp | 69.5%+7.6pp |
| Annual return | 5.21% | 24.46%-19.2pp | 28.19%-23.0pp | 81.01%-75.8pp |
| Employer contribution / active EE | $923 | $1,894-51.3% | $2,521-63.4% | $2,440-62.2% |
| Participant deferral / active EE | $2,440 | $3,270-25.4% | $4,048-39.7% | $3,608-32.4% |
| Admin fee / account holder | $1,360 | $5,055-73.1% | $7,491-81.8% | $5,124-73.5% |