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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 | $23,467 | $49,025-52.1% | $87,502-73.2% | $62,881-62.7% |
| Participation rate | 75.0% | 64.9%+10.1pp | 73.8%+1.2pp | 69.3%+5.7pp |
| Annual return | 0.25% | 10.02%-9.8pp | 12.21%-12.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $2,107 | $1,372+53.6% | $2,550-17.4% | $2,281-7.6% |
| Participant deferral / active EE | $2,974 | $2,289+29.9% | $3,149-5.5% | $3,203-7.1% |
| Admin fee / account holder | $7,337 | $4,065+80.5% | $4,221+73.8% | $4,296+70.8% |