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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 | $57,638 | $106,749-46.0% | $145,433-60.4% | $82,448-30.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 11.86% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,665 | $3,444-22.6% | $4,554-41.5% | $2,551+4.5% |
| Participant deferral / active EE | $9,466 | $6,519+45.2% | $7,897+19.9% | $4,139+128.7% |
| Admin fee / account holder | $2,431 | $8,390-71.0% | $13,129-81.5% | $7,234-66.4% |