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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 | $3,534 | $16,790-78.9% | $64,489-94.5% | $67,986-94.8% |
| Participation rate | 73.0% | 62.4%+10.6pp | 67.7%+5.3pp | 57.2%+15.8pp |
| Annual return | 13.57% | 30.55%-17.0pp | 55.03%-41.5pp | 31.67%-18.1pp |
| Employer contribution / active EE | $568 | $648-12.3% | $1,523-62.7% | $2,019-71.9% |
| Participant deferral / active EE | $1,312 | $1,510-13.1% | $2,778-52.8% | $3,358-60.9% |
| Admin fee / account holder | $1,316 | $1,690-22.1% | $4,260-69.1% | $3,203-58.9% |