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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 | $65,453 | $108,825-39.9% | $156,181-58.1% | $82,448-20.6% |
| Participation rate | 93.3% | 72.4%+21.0pp | 78.8%+14.5pp | 68.1%+25.3pp |
| Annual return | 9.40% | 20.59%-11.2pp | 64.87%-55.5pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,816 | $2,870-36.7% | $4,294-57.7% | $2,551-28.8% |
| Participant deferral / active EE | $3,571 | $4,577-22.0% | $6,132-41.8% | $4,139-13.7% |
| Admin fee / account holder | $571 | $9,341-93.9% | $14,586-96.1% | $7,234-92.1% |