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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 | $21,315 | $78,015-72.7% | $178,505-88.1% | $80,959-73.7% |
| Participation rate | 77.9% | 65.7%+12.2pp | 77.1%+0.8pp | 67.7%+10.2pp |
| Annual return | 10.65% | 18.10%-7.4pp | 27.16%-16.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $823 | $2,281-63.9% | $3,955-79.2% | $2,757-70.1% |
| Participant deferral / active EE | $2,556 | $4,406-42.0% | $6,280-59.3% | $4,300-40.6% |
| Admin fee / account holder | $2,266 | $7,160-68.4% | $10,428-78.3% | $6,925-67.3% |