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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 | $35,093 | $67,602-48.1% | $82,312-57.4% | $70,126-50.0% |
| Participation rate | 83.9% | 72.8%+11.2pp | 76.9%+7.0pp | 69.5%+14.4pp |
| Annual return | 10.56% | 21.57%-11.0pp | 25.88%-15.3pp | 73.15%-62.6pp |
| Employer contribution / active EE | $571 | $1,755-67.5% | $2,428-76.5% | $2,343-75.6% |
| Participant deferral / active EE | $2,372 | $2,987-20.6% | $3,706-36.0% | $3,332-28.8% |
| Admin fee / account holder | $628 | $4,512-86.1% | $5,608-88.8% | $4,645-86.5% |