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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 | $76,834-31.1% | $108,359-51.1% | $87,485-39.4% |
| Participation rate | 76.6% | 61.7%+14.9pp | 70.1%+6.5pp | 68.9%+7.7pp |
| Annual return | 10.32% | 19.09%-8.8pp | 36.89%-26.6pp | 26.06%-15.7pp |
| Employer contribution / active EE | $551 | $1,556-64.6% | $2,399-77.0% | $2,596-78.8% |
| Participant deferral / active EE | $2,843 | $3,100-8.3% | $4,137-31.3% | $4,274-33.5% |
| Admin fee / account holder | $13,603 | $6,537+108.1% | $9,741+39.6% | $7,775+75.0% |