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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 | $41,968 | $49,239-14.8% | $70,462-40.4% | $79,858-47.4% |
| Participation rate | 71.0% | 69.2%+1.8pp | 75.1%-4.1pp | 69.6%+1.3pp |
| Annual return | 2.76% | 30.08%-27.3pp | 109.08%-106.3pp | 31.72%-29.0pp |
| Employer contribution / active EE | $779 | $2,100-62.9% | $2,737-71.5% | $2,471-68.5% |
| Participant deferral / active EE | $3,894 | $2,769+40.6% | $3,710+5.0% | $3,740+4.1% |
| Admin fee / account holder | $2,654 | $2,876-7.7% | $3,845-31.0% | $5,306-50.0% |