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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 | $26,012 | $39,132-33.5% | $57,196-54.5% | $62,881-58.6% |
| Participation rate | 70.6% | 70.5%+0.1pp | 75.3%-4.7pp | 69.3%+1.3pp |
| Annual return | 0.96% | 9.24%-8.3pp | 14.59%-13.6pp | 20.14%-19.2pp |
| Employer contribution / active EE | $1,018 | $1,874-45.7% | $2,683-62.1% | $2,281-55.4% |
| Participant deferral / active EE | $1,201 | $2,374-49.4% | $3,096-61.2% | $3,203-62.5% |
| Admin fee / account holder | $523 | $2,594-79.8% | $3,141-83.4% | $4,296-87.8% |