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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 | $43,265 | $72,492-40.3% | $87,102-50.3% | $72,983-40.7% |
| Participation rate | 73.5% | 72.8%+0.7pp | 76.9%-3.4pp | 69.5%+4.0pp |
| Annual return | 4.99% | 24.46%-19.5pp | 28.19%-23.2pp | 81.01%-76.0pp |
| Employer contribution / active EE | $1,560 | $1,894-17.6% | $2,521-38.1% | $2,440-36.1% |
| Participant deferral / active EE | $1,838 | $3,270-43.8% | $4,048-54.6% | $3,608-49.0% |
| Admin fee / account holder | $2,506 | $5,055-50.4% | $7,491-66.5% | $5,124-51.1% |