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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 | $43,546 | $106,524-59.1% | $152,301-71.4% | $87,485-50.2% |
| Participation rate | 84.2% | 75.8%+8.5pp | 82.4%+1.8pp | 68.9%+15.3pp |
| Annual return | 13.20% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $622 | $3,371-81.5% | $4,624-86.5% | $2,596-76.0% |
| Participant deferral / active EE | $6,794 | $6,525+4.1% | $8,004-15.1% | $4,274+59.0% |
| Admin fee / account holder | $3,087 | $8,287-62.7% | $14,398-78.6% | $7,775-60.3% |