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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 | $35,780 | $72,492-50.6% | $87,104-58.9% | $72,975-51.0% |
| Participation rate | 71.8% | 72.8%-1.0pp | 76.9%-5.1pp | 69.5%+2.3pp |
| Annual return | 4.96% | 24.46%-19.5pp | 28.19%-23.2pp | 81.01%-76.1pp |
| Employer contribution / active EE | $492 | $1,894-74.0% | $2,521-80.5% | $2,440-79.8% |
| Participant deferral / active EE | $3,362 | $3,270+2.8% | $4,048-16.9% | $3,608-6.8% |
| Admin fee / account holder | $871 | $5,055-82.8% | $7,491-88.4% | $5,124-83.0% |