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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 | $57,184 | $109,620-47.8% | $148,496-61.5% | $94,015-39.2% |
| Participation rate | 74.4% | 71.3%+3.1pp | 76.0%-1.7pp | 70.8%+3.5pp |
| Annual return | 5.64% | 17.54%-11.9pp | 12.33%-6.7pp | 17.84%-12.2pp |
| Employer contribution / active EE | $1,026 | $2,618-60.8% | $3,497-70.7% | $2,790-63.2% |
| Participant deferral / active EE | $4,119 | $3,831+7.5% | $4,808-14.3% | $4,249-3.1% |
| Admin fee / account holder | $3,441 | $10,050-65.8% | $19,547-82.4% | $8,951-61.6% |