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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 | $43,417 | $64,920-33.1% | $103,693-58.1% | $86,983-50.1% |
| Participation rate | 80.0% | 63.6%+16.4pp | 72.6%+7.4pp | 69.5%+10.5pp |
| Annual return | 9.77% | 30.29%-20.5pp | 47.61%-37.8pp | 25.83%-16.1pp |
| Employer contribution / active EE | $2,080 | $2,141-2.8% | $2,920-28.8% | $2,584-19.5% |
| Participant deferral / active EE | $6,124 | $3,241+88.9% | $4,579+33.7% | $4,194+46.0% |
| Admin fee / account holder | $2,849 | $6,191-54.0% | $7,858-63.8% | $7,856-63.7% |