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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 | $32,158 | $110,337-70.9% | $102,383-68.6% | $145,877-78.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 4.12% | 24.83%-20.7pp | 24.94%-20.8pp | 551.28%-547.2pp |
| Employer contribution / active EE | $4,525 | $4,216+7.3% | $3,870+16.9% | $4,663-3.0% |
| Participant deferral / active EE | $4,834 | $5,621-14.0% | $5,060-4.5% | $6,691-27.8% |
| Admin fee / account holder | $6,450 | $9,750-33.8% | $8,391-23.1% | $13,402-51.9% |