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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 | $77,814-56.2% | $158,223-78.4% | $86,983-60.8% |
| Participation rate | 92.0% | 68.4%+23.6pp | 79.2%+12.8pp | 69.5%+22.5pp |
| Annual return | 5.53% | 30.54%-25.0pp | 52.09%-46.6pp | 25.83%-20.3pp |
| Employer contribution / active EE | $655 | $2,592-74.7% | $4,109-84.1% | $2,584-74.7% |
| Participant deferral / active EE | $3,809 | $3,270+16.5% | $5,467-30.3% | $4,194-9.2% |
| Admin fee / account holder | $689 | $5,879-88.3% | $16,047-95.7% | $7,856-91.2% |