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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 | $85,263 | $95,453-10.7% | $112,040-23.9% | $82,448+3.4% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.5%-2.4pp | 68.1%+6.0pp |
| Annual return | 11.15% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $746 | $2,318-67.8% | $2,954-74.8% | $2,551-70.8% |
| Participant deferral / active EE | $2,075 | $4,224-50.9% | $5,098-59.3% | $4,139-49.9% |
| Admin fee / account holder | $1,338 | $9,013-85.2% | $12,098-88.9% | $7,234-81.5% |