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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 | $65,509 | $65,027+0.7% | $90,970-28.0% | $79,852-18.0% |
| Participation rate | 76.0% | 61.6%+14.4pp | 69.0%+7.0pp | 69.6%+6.4pp |
| Annual return | 10.10% | 30.45%-20.4pp | 134.58%-124.5pp | 31.72%-21.6pp |
| Employer contribution / active EE | $809 | $1,247-35.2% | $2,122-61.9% | $2,471-67.3% |
| Participant deferral / active EE | $2,221 | $2,512-11.6% | $3,373-34.2% | $3,740-40.6% |
| Admin fee / account holder | $20,998 | $4,535+363.0% | $5,960+252.3% | $5,306+295.7% |