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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 | $51,918 | $81,358-36.2% | $155,556-66.6% | $80,959-35.9% |
| Participation rate | 88.0% | 66.3%+21.7pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 10.36% | 33.39%-23.0pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $4,925 | $3,106+58.5% | $4,675+5.3% | $2,757+78.6% |
| Participant deferral / active EE | $3,567 | $3,455+3.2% | $5,631-36.7% | $4,300-17.1% |
| Admin fee / account holder | $10,539 | $7,994+31.8% | $15,885-33.7% | $6,925+52.2% |