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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 | $36,029 | $98,463-63.4% | $119,258-69.8% | $85,847-58.0% |
| Participation rate | 81.8% | 77.6%+4.2pp | 82.7%-0.9pp | 69.3%+12.5pp |
| Annual return | 10.11% | 38.53%-28.4pp | 30.69%-20.6pp | 318.61%-308.5pp |
| Employer contribution / active EE | $1,206 | $3,698-67.4% | $4,384-72.5% | $2,565-53.0% |
| Participant deferral / active EE | $1,924 | $4,942-61.1% | $6,111-68.5% | $3,952-51.3% |
| Admin fee / account holder | $6,770 | $7,493-9.7% | $7,226-6.3% | $6,261+8.1% |