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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 | $34,018 | $106,749-68.1% | $145,433-76.6% | $82,448-58.7% |
| Participation rate | 73.2% | 75.6%-2.5pp | 82.1%-8.9pp | 68.1%+5.1pp |
| Annual return | 8.75% | 27.59%-18.8pp | 66.58%-57.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $4,042 | $3,444+17.4% | $4,554-11.3% | $2,551+58.5% |
| Participant deferral / active EE | $4,547 | $6,519-30.2% | $7,897-42.4% | $4,139+9.8% |
| Admin fee / account holder | $22,481 | $8,390+167.9% | $13,129+71.2% | $7,234+210.7% |