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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 | $78,027-72.7% | $178,528-88.1% | $80,925-73.7% |
| Participation rate | 77.9% | 65.7%+12.2pp | 77.1%+0.8pp | 67.7%+10.2pp |
| Annual return | 10.65% | 18.09%-7.4pp | 27.11%-16.5pp | 35.65%-25.0pp |
| Employer contribution / active EE | $823 | $2,281-63.9% | $3,950-79.2% | $2,756-70.1% |
| Participant deferral / active EE | $2,556 | $4,408-42.0% | $6,278-59.3% | $4,299-40.5% |
| Admin fee / account holder | $2,266 | $7,168-68.4% | $10,419-78.3% | $6,940-67.4% |