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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 | $55,151 | $73,787-25.3% | $98,716-44.1% | $82,448-33.1% |
| Participation rate | 71.0% | 61.4%+9.6pp | 69.3%+1.7pp | 68.1%+2.9pp |
| Annual return | 7.50% | 18.57%-11.1pp | 31.81%-24.3pp | 41.64%-34.1pp |
| Employer contribution / active EE | $1,508 | $1,511-0.2% | $2,279-33.8% | $2,551-40.9% |
| Participant deferral / active EE | $1,966 | $3,081-36.2% | $4,048-51.4% | $4,139-52.5% |
| Admin fee / account holder | $2,261 | $6,500-65.2% | $8,703-74.0% | $7,234-68.7% |