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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 | $66,968 | $77,896-14.0% | $134,172-50.1% | $82,448-18.8% |
| Participation rate | 72.0% | 62.8%+9.2pp | 72.5%-0.5pp | 68.1%+3.9pp |
| Annual return | 10.30% | 18.21%-7.9pp | 25.30%-15.0pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,731 | $2,159-19.9% | $3,420-49.4% | $2,551-32.2% |
| Participant deferral / active EE | $3,137 | $3,162-0.8% | $4,690-33.1% | $4,139-24.2% |
| Admin fee / account holder | $7,650 | $6,336+20.7% | $12,016-36.3% | $7,234+5.7% |