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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 | $63,727 | $99,875-36.2% | $146,866-56.6% | $86,983-26.7% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.8pp | 69.5%+23.8pp |
| Annual return | 11.25% | 28.10%-16.8pp | 102.85%-91.6pp | 25.83%-14.6pp |
| Employer contribution / active EE | $3,773 | $3,224+17.0% | $4,425-14.7% | $2,584+46.0% |
| Participant deferral / active EE | $2,310 | $6,322-63.5% | $7,759-70.2% | $4,194-44.9% |
| Admin fee / account holder | $2,242 | $7,838-71.4% | $13,620-83.5% | $7,856-71.5% |