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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 | $42,166 | $106,749-60.5% | $145,433-71.0% | $82,448-48.9% |
| Participation rate | 73.1% | 75.6%-2.6pp | 82.1%-9.0pp | 68.1%+5.0pp |
| Annual return | 9.15% | 27.59%-18.4pp | 66.58%-57.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,762 | $3,444-48.8% | $4,554-61.3% | $2,551-30.9% |
| Participant deferral / active EE | $3,730 | $6,519-42.8% | $7,897-52.8% | $4,139-9.9% |
| Admin fee / account holder | $3,303 | $8,390-60.6% | $13,129-74.8% | $7,234-54.3% |