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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 | $52,977 | $83,898-36.9% | $133,346-60.3% | $94,015-43.7% |
| Participation rate | 76.6% | 63.4%+13.2pp | 72.8%+3.7pp | 70.8%+5.8pp |
| Annual return | 10.32% | 16.00%-5.7pp | 36.85%-26.5pp | 17.84%-7.5pp |
| Employer contribution / active EE | $551 | $1,821-69.7% | $2,853-80.7% | $2,790-80.3% |
| Participant deferral / active EE | $2,843 | $3,245-12.4% | $4,332-34.4% | $4,249-33.1% |
| Admin fee / account holder | $13,603 | $7,809+74.2% | $14,264-4.6% | $8,951+52.0% |