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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 | $26,772 | $45,082-40.6% | $69,464-61.5% | $72,975-63.3% |
| Participation rate | 74.4% | 68.5%+5.9pp | 74.6%-0.2pp | 69.5%+4.9pp |
| Annual return | 4.98% | 22.66%-17.7pp | 28.98%-24.0pp | 81.01%-76.0pp |
| Employer contribution / active EE | $631 | $2,055-69.3% | $2,779-77.3% | $2,440-74.1% |
| Participant deferral / active EE | $1,853 | $2,604-28.8% | $3,536-47.6% | $3,608-48.6% |
| Admin fee / account holder | $1,408 | $3,057-53.9% | $3,840-63.3% | $5,124-72.5% |