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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 | $34,101 | $75,541-54.9% | $152,093-77.6% | $82,637-58.7% |
| Participation rate | 92.0% | 66.5%+25.5pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 5.53% | 32.56%-27.0pp | 66.36%-60.8pp | 53.51%-48.0pp |
| Employer contribution / active EE | $655 | $2,622-75.0% | $4,175-84.3% | $2,552-74.3% |
| Participant deferral / active EE | $3,809 | $3,206+18.8% | $5,451-30.1% | $4,126-7.7% |
| Admin fee / account holder | $689 | $6,405-89.2% | $14,497-95.2% | $7,339-90.6% |