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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 | $23,194 | $58,627-60.4% | $76,735-69.8% | $82,448-71.9% |
| Participation rate | 74.0% | 63.2%+10.8pp | 69.5%+4.5pp | 68.1%+5.9pp |
| Annual return | 9.39% | 39.10%-29.7pp | 29.77%-20.4pp | 41.64%-32.3pp |
| Employer contribution / active EE | $345 | $1,729-80.1% | $2,454-86.0% | $2,551-86.5% |
| Participant deferral / active EE | $2,045 | $3,134-34.7% | $4,088-50.0% | $4,139-50.6% |
| Admin fee / account holder | $328 | $5,323-93.8% | $7,189-95.4% | $7,234-95.5% |