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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 | $74,535-26.0% | $100,712-45.2% | $82,637-33.3% |
| Participation rate | 71.0% | 61.2%+9.8pp | 69.3%+1.7pp | 68.1%+2.9pp |
| Annual return | 7.50% | 18.92%-11.4pp | 33.27%-25.8pp | 53.51%-46.0pp |
| Employer contribution / active EE | $1,508 | $1,503+0.3% | $2,313-34.8% | $2,552-40.9% |
| Participant deferral / active EE | $1,966 | $3,074-36.0% | $4,085-51.9% | $4,126-52.4% |
| Admin fee / account holder | $2,261 | $6,576-65.6% | $9,256-75.6% | $7,339-69.2% |