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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 | $78,877 | $106,749-26.1% | $145,433-45.8% | $82,448-4.3% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 11.11% | 27.59%-16.5pp | 66.58%-55.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,392 | $3,444-30.5% | $4,554-47.5% | $2,551-6.2% |
| Participant deferral / active EE | $3,982 | $6,519-38.9% | $7,897-49.6% | $4,139-3.8% |
| Admin fee / account holder | $17,063 | $8,390+103.4% | $13,129+30.0% | $7,234+135.9% |