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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 | $60,754 | $86,949-30.1% | $102,460-40.7% | $80,959-25.0% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.7%+10.5pp |
| Annual return | 9.64% | 18.89%-9.3pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,205 | $2,370-49.2% | $3,025-60.2% | $2,757-56.3% |
| Participant deferral / active EE | $2,370 | $4,121-42.5% | $5,056-53.1% | $4,300-44.9% |
| Admin fee / account holder | $918 | $8,048-88.6% | $9,460-90.3% | $6,925-86.7% |