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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 | $73,615 | $49,249+49.5% | $70,476+4.5% | $79,852-7.8% |
| Participation rate | 77.1% | 69.2%+8.0pp | 75.1%+2.1pp | 69.6%+7.5pp |
| Annual return | 3.18% | 30.09%-26.9pp | 109.12%-105.9pp | 31.72%-28.5pp |
| Employer contribution / active EE | $2,147 | $2,100+2.2% | $2,738-21.6% | $2,471-13.1% |
| Participant deferral / active EE | $6,009 | $2,769+117.0% | $3,710+61.9% | $3,740+60.6% |
| Admin fee / account holder | $1,230 | $2,878-57.3% | $3,847-68.0% | $5,306-76.8% |