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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 | $76,941 | $78,520-2.0% | $96,576-20.3% | $82,448-6.7% |
| Participation rate | 81.7% | 77.7%+4.0pp | 81.4%+0.3pp | 68.1%+13.7pp |
| Annual return | 12.27% | 41.30%-29.0pp | 38.47%-26.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $66 | $2,630-97.5% | $3,553-98.1% | $2,551-97.4% |
| Participant deferral / active EE | $3,581 | $6,754-47.0% | $7,956-55.0% | $4,139-13.5% |
| Admin fee / account holder | $6,705 | $13,455-50.2% | $11,381-41.1% | $7,234-7.3% |