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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 | $68,683 | $78,690-12.7% | $161,489-57.5% | $87,485-21.5% |
| Participation rate | 72.0% | 67.5%+4.5pp | 78.7%-6.7pp | 68.9%+3.1pp |
| Annual return | 12.12% | 32.74%-20.6pp | 89.72%-77.6pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,332 | $2,588-9.9% | $4,268-45.4% | $2,596-10.2% |
| Participant deferral / active EE | $3,855 | $3,311+16.4% | $5,630-31.5% | $4,274-9.8% |
| Admin fee / account holder | $806 | $6,724-88.0% | $16,006-95.0% | $7,775-89.6% |