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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 | $51,722 | $87,166-40.7% | $76,735-32.6% | $137,256-62.3% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 10.63% | 26.50%-15.9pp | 29.77%-19.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,221 | $2,904-58.0% | $2,454-50.2% | $4,156-70.6% |
| Participant deferral / active EE | $1,900 | $4,726-59.8% | $4,088-53.5% | $6,407-70.3% |
| Admin fee / account holder | $3,469 | $8,403-58.7% | $7,189-51.8% | $12,270-71.7% |