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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 | $57,134 | $84,236-32.2% | $170,435-66.5% | $70,126-18.5% |
| Participation rate | 70.0% | 70.8%-0.8pp | 83.6%-13.6pp | 69.5%+0.5pp |
| Annual return | 11.06% | 23.06%-12.0pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $1,506 | $3,387-55.5% | $5,432-72.3% | $2,343-35.7% |
| Participant deferral / active EE | $1,261 | $3,086-59.1% | $4,939-74.5% | $3,332-62.1% |
| Admin fee / account holder | $1,468 | $5,698-74.2% | $13,881-89.4% | $4,645-68.4% |