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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 | $66,110 | $86,922-23.9% | $102,438-35.5% | $80,874-18.3% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 9.37% | 18.90%-9.5pp | 29.37%-20.0pp | 35.62%-26.2pp |
| Employer contribution / active EE | $1,499 | $2,369-36.7% | $3,024-50.4% | $2,756-45.6% |
| Participant deferral / active EE | $3,155 | $4,119-23.4% | $5,054-37.6% | $4,297-26.6% |
| Admin fee / account holder | $9,238 | $8,050+14.8% | $9,448-2.2% | $6,935+33.2% |