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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 | $25,777 | $39,132-34.1% | $57,196-54.9% | $62,881-59.0% |
| Participation rate | 73.5% | 70.5%+3.0pp | 75.3%-1.8pp | 69.3%+4.2pp |
| Annual return | 0.31% | 9.24%-8.9pp | 14.59%-14.3pp | 20.14%-19.8pp |
| Employer contribution / active EE | $482 | $1,874-74.3% | $2,683-82.0% | $2,281-78.9% |
| Participant deferral / active EE | $856 | $2,374-63.9% | $3,096-72.3% | $3,203-73.3% |
| Admin fee / account holder | $1,060 | $2,594-59.1% | $3,141-66.3% | $4,296-75.3% |