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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 | $63,991 | $95,404-32.9% | $113,397-43.6% | $82,637-22.6% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 12.09% | 19.08%-7.0pp | 23.20%-11.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,257 | $2,307-45.5% | $2,977-57.8% | $2,552-50.8% |
| Participant deferral / active EE | $2,869 | $4,220-32.0% | $5,076-43.5% | $4,126-30.5% |
| Admin fee / account holder | $6,285 | $9,168-31.4% | $11,957-47.4% | $7,339-14.4% |