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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 | $55,062 | $77,814-29.2% | $158,223-65.2% | $86,983-36.7% |
| Participation rate | 71.4% | 68.4%+3.0pp | 79.2%-7.8pp | 69.5%+1.9pp |
| Annual return | 10.72% | 30.54%-19.8pp | 52.09%-41.4pp | 25.83%-15.1pp |
| Employer contribution / active EE | $321 | $2,592-87.6% | $4,109-92.2% | $2,584-87.6% |
| Participant deferral / active EE | $1,867 | $3,270-42.9% | $5,467-65.8% | $4,194-55.5% |
| Admin fee / account holder | $647 | $5,879-89.0% | $16,047-96.0% | $7,856-91.8% |