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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 | $49,027 | $146,267-66.5% | $197,124-75.1% | $82,448-40.5% |
| Participation rate | 82.4% | 84.0%-1.7pp | 86.7%-4.4pp | 68.1%+14.3pp |
| Annual return | 12.78% | 29.61%-16.8pp | 44.34%-31.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,532 | $4,723-46.4% | $6,227-59.3% | $2,551-0.7% |
| Participant deferral / active EE | $7,138 | $7,035+1.5% | $9,135-21.9% | $4,139+72.5% |
| Admin fee / account holder | $481 | $14,422-96.7% | $16,298-97.1% | $7,234-93.4% |