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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 | $55,621 | $86,919-36.0% | $102,457-45.7% | $80,911-31.3% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 8.82% | 18.90%-10.1pp | 29.41%-20.6pp | 35.63%-26.8pp |
| Employer contribution / active EE | $1,696 | $2,368-28.4% | $3,022-43.9% | $2,756-38.5% |
| Participant deferral / active EE | $6,034 | $4,119+46.5% | $5,054+19.4% | $4,297+40.4% |
| Admin fee / account holder | $7,518 | $8,049-6.6% | $9,451-20.5% | $6,935+8.4% |