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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 | $27,527 | $58,828-53.2% | $78,002-64.7% | $62,881-56.2% |
| Participation rate | 72.5% | 71.1%+1.4pp | 75.5%-3.0pp | 69.3%+3.2pp |
| Annual return | 2.71% | 17.16%-14.5pp | 425.99%-423.3pp | 20.14%-17.4pp |
| Employer contribution / active EE | $681 | $1,672-59.2% | $2,470-72.4% | $2,281-70.1% |
| Participant deferral / active EE | $1,880 | $2,686-30.0% | $3,497-46.2% | $3,203-41.3% |
| Admin fee / account holder | $515 | $4,393-88.3% | $5,481-90.6% | $4,296-88.0% |