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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 | $41,227 | $72,486-43.1% | $87,103-52.7% | $72,976-43.5% |
| Participation rate | 76.8% | 72.8%+4.0pp | 76.9%-0.1pp | 69.5%+7.3pp |
| Annual return | 7.09% | 24.46%-17.4pp | 28.19%-21.1pp | 81.02%-73.9pp |
| Employer contribution / active EE | $806 | $1,894-57.5% | $2,521-68.1% | $2,440-67.0% |
| Participant deferral / active EE | $2,783 | $3,270-14.9% | $4,049-31.3% | $3,608-22.9% |
| Admin fee / account holder | $715 | $5,055-85.9% | $7,491-90.5% | $5,124-86.1% |