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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 | $66,971 | $93,617-28.5% | $135,982-50.8% | $75,177-10.9% |
| Participation rate | 84.5% | 75.2%+9.3pp | 81.9%+2.6pp | 67.2%+17.3pp |
| Annual return | 12.58% | 30.89%-18.3pp | 68.32%-55.7pp | 160.75%-148.2pp |
| Employer contribution / active EE | $2,234 | $3,538-36.9% | $4,859-54.0% | $2,671-16.4% |
| Participant deferral / active EE | $6,534 | $6,406+2.0% | $7,760-15.8% | $4,126+58.3% |
| Admin fee / account holder | $4,751 | $6,980-31.9% | $10,767-55.9% | $5,651-15.9% |