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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 | $69,570 | $47,848+45.4% | $81,473-14.6% | $70,126-0.8% |
| Participation rate | 71.4% | 58.3%+13.2pp | 68.0%+3.5pp | 69.5%+1.9pp |
| Annual return | 12.71% | 27.25%-14.5pp | 38.78%-26.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $696 | $1,527-54.4% | $2,568-72.9% | $2,343-70.3% |
| Participant deferral / active EE | $1,688 | $2,453-31.2% | $3,537-52.3% | $3,332-49.3% |
| Admin fee / account holder | $3,541 | $3,145+12.6% | $4,561-22.4% | $4,645-23.8% |