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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 | $106,864-57.6% | $147,318-69.2% | $82,637-45.1% |
| Participation rate | 74.2% | 75.5%-1.3pp | 82.1%-7.9pp | 68.1%+6.1pp |
| Annual return | 13.24% | 27.49%-14.3pp | 70.43%-57.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $2,974 | $3,417-13.0% | $4,593-35.3% | $2,552+16.5% |
| Participant deferral / active EE | $10,419 | $6,496+60.4% | $7,906+31.8% | $4,126+152.5% |
| Admin fee / account holder | $5,646 | $8,415-32.9% | $13,708-58.8% | $7,339-23.1% |