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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 | $67,807 | $138,393-51.0% | $184,256-63.2% | $80,959-16.2% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.7%+24.6pp |
| Annual return | 10.54% | 20.01%-9.5pp | 28.85%-18.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,964 | $4,847-59.5% | $6,427-69.4% | $2,757-28.8% |
| Participant deferral / active EE | $6,932 | $7,076-2.0% | $9,133-24.1% | $4,300+61.2% |
| Admin fee / account holder | $4,739 | $10,489-54.8% | $13,899-65.9% | $6,925-31.6% |