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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 | $28,410 | $58,057-51.1% | $97,032-70.7% | $86,983-67.3% |
| Participation rate | 82.6% | 60.4%+22.2pp | 71.6%+11.0pp | 69.5%+13.1pp |
| Annual return | 3.93% | 22.26%-18.3pp | 35.38%-31.4pp | 25.83%-21.9pp |
| Employer contribution / active EE | $7,653 | $1,663+360.1% | $2,629+191.1% | $2,584+196.1% |
| Participant deferral / active EE | $1,075 | $3,244-66.9% | $4,672-77.0% | $4,194-74.4% |
| Admin fee / account holder | $3,471 | $4,839-28.3% | $9,418-63.1% | $7,856-55.8% |