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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 | $53,735 | $73,787-27.2% | $98,716-45.6% | $82,448-34.8% |
| Participation rate | 79.5% | 61.4%+18.1pp | 69.3%+10.2pp | 68.1%+11.4pp |
| Annual return | 11.56% | 18.57%-7.0pp | 31.81%-20.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $494 | $1,511-67.3% | $2,279-78.3% | $2,551-80.6% |
| Participant deferral / active EE | $2,313 | $3,081-24.9% | $4,048-42.8% | $4,139-44.1% |
| Admin fee / account holder | $902 | $6,500-86.1% | $8,703-89.6% | $7,234-87.5% |