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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 | $39,757 | $78,197-49.2% | $98,090-59.5% | $82,637-51.9% |
| Participation rate | 83.8% | 77.5%+6.3pp | 81.5%+2.2pp | 68.1%+15.7pp |
| Annual return | 12.25% | 40.25%-28.0pp | 37.05%-24.8pp | 53.51%-41.3pp |
| Employer contribution / active EE | $151 | $2,605-94.2% | $3,606-95.8% | $2,552-94.1% |
| Participant deferral / active EE | $7,149 | $6,636+7.7% | $7,845-8.9% | $4,126+73.3% |
| Admin fee / account holder | $3,715 | $14,832-75.0% | $11,815-68.6% | $7,339-49.4% |