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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 | $68,502 | $93,598-26.8% | $135,974-49.6% | $75,173-8.9% |
| Participation rate | 79.7% | 75.2%+4.5pp | 81.9%-2.2pp | 67.2%+12.5pp |
| Annual return | 15.08% | 30.89%-15.8pp | 68.30%-53.2pp | 160.72%-145.6pp |
| Employer contribution / active EE | $2,245 | $3,538-36.5% | $4,859-53.8% | $2,671-15.9% |
| Participant deferral / active EE | $4,647 | $6,405-27.4% | $7,760-40.1% | $4,126+12.6% |
| Admin fee / account holder | $1,976 | $6,978-71.7% | $10,767-81.6% | $5,651-65.0% |