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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 | $26,359 | $49,255-46.5% | $70,494-62.6% | $79,856-67.0% |
| Participation rate | 78.0% | 69.2%+8.9pp | 75.1%+3.0pp | 69.6%+8.4pp |
| Annual return | 3.65% | 30.10%-26.5pp | 109.16%-105.5pp | 31.71%-28.1pp |
| Employer contribution / active EE | $1,726 | $2,100-17.8% | $2,738-37.0% | $2,471-30.2% |
| Participant deferral / active EE | $3,199 | $2,768+15.6% | $3,711-13.8% | $3,741-14.5% |
| Admin fee / account holder | $2,607 | $2,879-9.4% | $3,848-32.2% | $5,306-50.9% |