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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 | $43,147 | $77,920-44.6% | $149,723-71.2% | $75,177-42.6% |
| Participation rate | 72.8% | 65.6%+7.3pp | 78.8%-5.9pp | 67.2%+5.6pp |
| Annual return | 10.51% | 31.72%-21.2pp | 134.50%-124.0pp | 160.75%-150.2pp |
| Employer contribution / active EE | $693 | $3,138-77.9% | $4,821-85.6% | $2,671-74.1% |
| Participant deferral / active EE | $2,069 | $3,411-39.4% | $5,682-63.6% | $4,126-49.9% |
| Admin fee / account holder | $1,533 | $5,951-74.2% | $13,215-88.4% | $5,651-72.9% |