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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 | $41,931 | $56,054-25.2% | $171,082-75.5% | $62,881-33.3% |
| Participation rate | 76.9% | 62.9%+14.0pp | 76.7%+0.2pp | 69.3%+7.6pp |
| Annual return | 5.34% | 22.52%-17.2pp | 32.56%-27.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,521 | $1,731-12.2% | $4,002-62.0% | $2,281-33.3% |
| Participant deferral / active EE | $2,714 | $3,158-14.1% | $4,797-43.4% | $3,203-15.3% |
| Admin fee / account holder | $1,266 | $3,647-65.3% | $8,520-85.1% | $4,296-70.5% |