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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 | $42,078 | $93,055-54.8% | $153,741-72.6% | $80,959-48.0% |
| Participation rate | 76.0% | 69.0%+7.0pp | 77.1%-1.1pp | 67.7%+8.3pp |
| Annual return | 10.67% | 19.97%-9.3pp | 15.71%-5.0pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,130 | $3,504-67.8% | $5,042-77.6% | $2,757-59.0% |
| Participant deferral / active EE | $2,662 | $5,172-48.5% | $6,757-60.6% | $4,300-38.1% |
| Admin fee / account holder | $869 | $8,881-90.2% | $12,749-93.2% | $6,925-87.4% |