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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 | $42,779 | $45,079-5.1% | $69,461-38.4% | $72,983-41.4% |
| Participation rate | 79.2% | 68.5%+10.7pp | 74.6%+4.6pp | 69.5%+9.7pp |
| Annual return | 1.40% | 22.65%-21.3pp | 28.97%-27.6pp | 81.01%-79.6pp |
| Employer contribution / active EE | $835 | $2,055-59.4% | $2,779-70.0% | $2,440-65.8% |
| Participant deferral / active EE | $2,494 | $2,603-4.2% | $3,536-29.5% | $3,608-30.9% |
| Admin fee / account holder | $4,239 | $3,056+38.7% | $3,840+10.4% | $5,124-17.3% |