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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 | $63,359 | $106,524-40.5% | $152,301-58.4% | $87,485-27.6% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.4%-8.8pp | 68.9%+4.8pp |
| Annual return | 13.24% | 26.89%-13.6pp | 80.50%-67.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,274 | $3,371-32.5% | $4,624-50.8% | $2,596-12.4% |
| Participant deferral / active EE | $5,264 | $6,525-19.3% | $8,004-34.2% | $4,274+23.2% |
| Admin fee / account holder | $1,199 | $8,287-85.5% | $14,398-91.7% | $7,775-84.6% |