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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 | $74,950 | $126,661-40.8% | $113,397-33.9% | $138,895-46.0% |
| Participation rate | 72.2% | 79.4%-7.2pp | 76.5%-4.3pp | 79.9%-7.7pp |
| Annual return | 4.56% | 25.05%-20.5pp | 23.20%-18.6pp | 145.39%-140.8pp |
| Employer contribution / active EE | $921 | $3,456-73.3% | $2,977-69.1% | $4,194-78.0% |
| Participant deferral / active EE | $3,869 | $5,693-32.0% | $5,076-23.8% | $6,396-39.5% |
| Admin fee / account holder | $684 | $14,549-95.3% | $11,957-94.3% | $12,562-94.6% |