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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 | $81,554 | $106,749-23.6% | $145,433-43.9% | $82,448-1.1% |
| Participation rate | 75.9% | 75.6%+0.2pp | 82.1%-6.3pp | 68.1%+7.8pp |
| Annual return | 10.64% | 27.59%-16.9pp | 66.58%-55.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $900 | $3,444-73.9% | $4,554-80.2% | $2,551-64.7% |
| Participant deferral / active EE | $3,839 | $6,519-41.1% | $7,897-51.4% | $4,139-7.3% |
| Admin fee / account holder | $1,187 | $8,390-85.9% | $13,129-91.0% | $7,234-83.6% |