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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 | $40,705 | $71,353-43.0% | $92,805-56.1% | $86,983-53.2% |
| Participation rate | 73.0% | 80.9%-7.9pp | 83.5%-10.5pp | 69.5%+3.4pp |
| Annual return | 13.02% | 44.68%-31.7pp | 31.59%-18.6pp | 25.83%-12.8pp |
| Employer contribution / active EE | $758 | $2,468-69.3% | $3,424-77.9% | $2,584-70.7% |
| Participant deferral / active EE | $4,160 | $6,966-40.3% | $8,448-50.8% | $4,194-0.8% |
| Admin fee / account holder | $3,328 | $6,099-45.4% | $10,911-69.5% | $7,856-57.6% |