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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 | $30,852 | $67,602-54.4% | $82,312-62.5% | $70,126-56.0% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 9.28% | 21.57%-12.3pp | 25.88%-16.6pp | 73.15%-63.9pp |
| Employer contribution / active EE | $822 | $1,755-53.1% | $2,428-66.1% | $2,343-64.9% |
| Participant deferral / active EE | $2,179 | $2,987-27.0% | $3,706-41.2% | $3,332-34.6% |
| Admin fee / account holder | $2,831 | $4,512-37.3% | $5,608-49.5% | $4,645-39.1% |