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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 | $55,717 | $80,992-31.2% | $96,534-42.3% | $75,173-25.9% |
| Participation rate | 83.3% | 71.8%+11.5pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 9.63% | 27.05%-17.4pp | 25.88%-16.2pp | 160.72%-151.1pp |
| Employer contribution / active EE | $1,844 | $2,283-19.2% | $2,965-37.8% | $2,671-30.9% |
| Participant deferral / active EE | $6,113 | $3,929+55.6% | $4,851+26.0% | $4,126+48.2% |
| Admin fee / account holder | $21,081 | $6,717+213.8% | $8,253+155.4% | $5,651+273.1% |