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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 | $73,527 | $106,864-31.2% | $147,318-50.1% | $82,637-11.0% |
| Participation rate | 86.1% | 75.5%+10.6pp | 82.1%+4.0pp | 68.1%+18.1pp |
| Annual return | 12.97% | 27.49%-14.5pp | 70.43%-57.5pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,709 | $3,417-50.0% | $4,593-62.8% | $2,552-33.0% |
| Participant deferral / active EE | $5,392 | $6,496-17.0% | $7,906-31.8% | $4,126+30.7% |
| Admin fee / account holder | $1,715 | $8,415-79.6% | $13,708-87.5% | $7,339-76.6% |