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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 | $21,109 | $75,541-72.1% | $152,093-86.1% | $82,637-74.5% |
| Participation rate | 70.5% | 66.5%+3.9pp | 77.8%-7.3pp | 68.1%+2.4pp |
| Annual return | 11.40% | 32.56%-21.2pp | 66.36%-55.0pp | 53.51%-42.1pp |
| Employer contribution / active EE | $648 | $2,622-75.3% | $4,175-84.5% | $2,552-74.6% |
| Participant deferral / active EE | $1,087 | $3,206-66.1% | $5,451-80.1% | $4,126-73.7% |
| Admin fee / account holder | $3,048 | $6,405-52.4% | $14,497-79.0% | $7,339-58.5% |