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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 | $61,574 | $106,524-42.2% | $152,301-59.6% | $87,485-29.6% |
| Participation rate | 79.0% | 75.8%+3.3pp | 82.4%-3.4pp | 68.9%+10.1pp |
| Annual return | 13.33% | 26.89%-13.6pp | 80.50%-67.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $635 | $3,371-81.2% | $4,624-86.3% | $2,596-75.6% |
| Participant deferral / active EE | $3,396 | $6,525-48.0% | $8,004-57.6% | $4,274-20.5% |
| Admin fee / account holder | $9,102 | $8,287+9.8% | $14,398-36.8% | $7,775+17.1% |