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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 | $106,524-60.4% | $152,301-72.3% | $87,485-51.8% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.4%-9.4pp | 68.9%+4.1pp |
| Annual return | 9.15% | 26.89%-17.7pp | 80.50%-71.4pp | 26.06%-16.9pp |
| Employer contribution / active EE | $1,762 | $3,371-47.7% | $4,624-61.9% | $2,596-32.1% |
| Participant deferral / active EE | $3,730 | $6,525-42.8% | $8,004-53.4% | $4,274-12.7% |
| Admin fee / account holder | $3,303 | $8,287-60.1% | $14,398-77.1% | $7,775-57.5% |