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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 | $64,475 | $106,864-39.7% | $147,318-56.2% | $82,637-22.0% |
| Participation rate | 72.5% | 75.5%-3.0pp | 82.1%-9.6pp | 68.1%+4.4pp |
| Annual return | 13.66% | 27.49%-13.8pp | 70.43%-56.8pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,309 | $3,417-61.7% | $4,593-71.5% | $2,552-48.7% |
| Participant deferral / active EE | $5,977 | $6,496-8.0% | $7,906-24.4% | $4,126+44.8% |
| Admin fee / account holder | $2,692 | $8,415-68.0% | $13,708-80.4% | $7,339-63.3% |