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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 | $59,523 | $78,520-24.2% | $96,576-38.4% | $82,448-27.8% |
| Participation rate | 84.4% | 77.7%+6.7pp | 81.4%+3.0pp | 68.1%+16.4pp |
| Annual return | 12.74% | 41.30%-28.6pp | 38.47%-25.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $244 | $2,630-90.7% | $3,553-93.1% | $2,551-90.4% |
| Participant deferral / active EE | $5,755 | $6,754-14.8% | $7,956-27.7% | $4,139+39.0% |
| Admin fee / account holder | $7,987 | $13,455-40.6% | $11,381-29.8% | $7,234+10.4% |