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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 | $74,535-27.9% | $100,712-46.6% | $82,637-35.0% |
| Participation rate | 79.5% | 61.2%+18.3pp | 69.3%+10.2pp | 68.1%+11.4pp |
| Annual return | 11.56% | 18.92%-7.4pp | 33.27%-21.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $494 | $1,503-67.1% | $2,313-78.6% | $2,552-80.6% |
| Participant deferral / active EE | $2,313 | $3,074-24.7% | $4,085-43.4% | $4,126-43.9% |
| Admin fee / account holder | $902 | $6,576-86.3% | $9,256-90.3% | $7,339-87.7% |