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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 | $79,719 | $106,864-25.4% | $147,318-45.9% | $82,637-3.5% |
| Participation rate | 76.5% | 75.5%+1.0pp | 82.1%-5.6pp | 68.1%+8.4pp |
| Annual return | 13.56% | 27.49%-13.9pp | 70.43%-56.9pp | 53.51%-39.9pp |
| Employer contribution / active EE | $2,011 | $3,417-41.1% | $4,593-56.2% | $2,552-21.2% |
| Participant deferral / active EE | $2,940 | $6,496-54.7% | $7,906-62.8% | $4,126-28.8% |
| Admin fee / account holder | $6,508 | $8,415-22.7% | $13,708-52.5% | $7,339-11.3% |