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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 | $49,557 | $75,541-34.4% | $152,093-67.4% | $82,637-40.0% |
| Participation rate | 76.3% | 66.5%+9.8pp | 77.8%-1.5pp | 68.1%+8.3pp |
| Annual return | 12.19% | 32.56%-20.4pp | 66.36%-54.2pp | 53.51%-41.3pp |
| Employer contribution / active EE | $714 | $2,622-72.8% | $4,175-82.9% | $2,552-72.0% |
| Participant deferral / active EE | $4,438 | $3,206+38.4% | $5,451-18.6% | $4,126+7.6% |
| Admin fee / account holder | $9,601 | $6,405+49.9% | $14,497-33.8% | $7,339+30.8% |