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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 | $45,354 | $106,524-57.4% | $152,301-70.2% | $87,485-48.2% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.4%-8.3pp | 68.9%+5.3pp |
| Annual return | 13.24% | 26.89%-13.7pp | 80.50%-67.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,974 | $3,371-11.8% | $4,624-35.7% | $2,596+14.5% |
| Participant deferral / active EE | $10,419 | $6,525+59.7% | $8,004+30.2% | $4,274+143.8% |
| Admin fee / account holder | $5,646 | $8,287-31.9% | $14,398-60.8% | $7,775-27.4% |