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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 | $65,077 | $99,875-34.8% | $146,866-55.7% | $86,983-25.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 13.71% | 28.10%-14.4pp | 102.85%-89.1pp | 25.83%-12.1pp |
| Employer contribution / active EE | $1,402 | $3,224-56.5% | $4,425-68.3% | $2,584-45.8% |
| Participant deferral / active EE | $4,286 | $6,322-32.2% | $7,759-44.8% | $4,194+2.2% |
| Admin fee / account holder | $2,376 | $7,838-69.7% | $13,620-82.6% | $7,856-69.7% |