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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 | $52,008 | $76,551-32.1% | $123,894-58.0% | $62,881-17.3% |
| Participation rate | 72.1% | 73.0%-0.9pp | 81.4%-9.3pp | 69.3%+2.8pp |
| Annual return | 5.11% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,827 | $2,882-36.6% | $4,617-60.4% | $2,281-19.9% |
| Participant deferral / active EE | $2,832 | $4,840-41.5% | $5,984-52.7% | $3,203-11.6% |
| Admin fee / account holder | $11,405 | $4,826+136.3% | $8,357+36.5% | $4,296+165.5% |