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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 | $59,897 | $67,602-11.4% | $82,312-27.2% | $70,126-14.6% |
| Participation rate | 79.6% | 72.8%+6.8pp | 76.9%+2.7pp | 69.5%+10.1pp |
| Annual return | 12.08% | 21.57%-9.5pp | 25.88%-13.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $474 | $1,755-73.0% | $2,428-80.5% | $2,343-79.8% |
| Participant deferral / active EE | $2,567 | $2,987-14.1% | $3,706-30.7% | $3,332-23.0% |
| Admin fee / account holder | $3,083 | $4,512-31.7% | $5,608-45.0% | $4,645-33.6% |