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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 | $46,434 | $64,359-27.9% | $90,161-48.5% | $70,126-33.8% |
| Participation rate | 70.2% | 70.4%-0.2pp | 76.9%-6.7pp | 69.5%+0.7pp |
| Annual return | 12.20% | 28.13%-15.9pp | 34.89%-22.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $545 | $2,046-73.3% | $3,318-83.6% | $2,343-76.7% |
| Participant deferral / active EE | $4,077 | $4,389-7.1% | $5,287-22.9% | $3,332+22.4% |
| Admin fee / account holder | $579 | $3,945-85.3% | $5,943-90.3% | $4,645-87.5% |