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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 | $81,634 | $93,617-12.8% | $135,982-40.0% | $75,177+8.6% |
| Participation rate | 72.9% | 75.2%-2.3pp | 81.9%-9.0pp | 67.2%+5.7pp |
| Annual return | 14.27% | 30.89%-16.6pp | 68.32%-54.1pp | 160.75%-146.5pp |
| Employer contribution / active EE | $2,515 | $3,538-28.9% | $4,859-48.2% | $2,671-5.8% |
| Participant deferral / active EE | $4,537 | $6,406-29.2% | $7,760-41.5% | $4,126+10.0% |
| Admin fee / account holder | $438 | $6,980-93.7% | $10,767-95.9% | $5,651-92.3% |