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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 | $43,681 | $78,520-44.4% | $96,576-54.8% | $82,448-47.0% |
| Participation rate | 75.0% | 77.7%-2.7pp | 81.4%-6.4pp | 68.1%+6.9pp |
| Annual return | 14.25% | 41.30%-27.1pp | 38.47%-24.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $408 | $2,630-84.5% | $3,553-88.5% | $2,551-84.0% |
| Participant deferral / active EE | $3,672 | $6,754-45.6% | $7,956-53.9% | $4,139-11.3% |
| Admin fee / account holder | $975 | $13,455-92.8% | $11,381-91.4% | $7,234-86.5% |