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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 | $62,165 | $72,486-14.2% | $87,103-28.6% | $72,976-14.8% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 4.35% | 24.46%-20.1pp | 28.19%-23.8pp | 81.02%-76.7pp |
| Employer contribution / active EE | $4,883 | $1,894+157.9% | $2,521+93.7% | $2,440+100.1% |
| Participant deferral / active EE | $1,888 | $3,270-42.3% | $4,049-53.4% | $3,608-47.7% |
| Admin fee / account holder | $3,787 | $5,055-25.1% | $7,491-49.5% | $5,124-26.1% |