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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 | $62,815 | $81,331-22.8% | $155,534-59.6% | $80,935-22.4% |
| Participation rate | 73.1% | 66.3%+6.8pp | 78.2%-5.1pp | 67.7%+5.4pp |
| Annual return | 9.34% | 33.37%-24.0pp | 64.92%-55.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $425 | $3,105-86.3% | $4,675-90.9% | $2,757-84.6% |
| Participant deferral / active EE | $1,313 | $3,454-62.0% | $5,630-76.7% | $4,299-69.5% |
| Admin fee / account holder | $621 | $7,999-92.2% | $15,900-96.1% | $6,924-91.0% |