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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 | $28,814 | $69,590-58.6% | $136,867-78.9% | $94,015-69.4% |
| Participation rate | 72.0% | 66.3%+5.7pp | 74.5%-2.5pp | 70.8%+1.2pp |
| Annual return | 10.29% | 19.62%-9.3pp | 42.97%-32.7pp | 17.84%-7.6pp |
| Employer contribution / active EE | $643 | $2,396-73.2% | $3,547-81.9% | $2,790-76.9% |
| Participant deferral / active EE | $1,392 | $3,437-59.5% | $4,924-71.7% | $4,249-67.3% |
| Admin fee / account holder | $6,127 | $8,912-31.2% | $10,340-40.7% | $8,951-31.5% |