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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 | $58,364 | $69,137-15.6% | $182,153-68.0% | $94,015-37.9% |
| Participation rate | 93.5% | 59.6%+33.8pp | 65.7%+27.7pp | 70.8%+22.7pp |
| Annual return | 8.43% | 21.34%-12.9pp | 35.04%-26.6pp | 17.84%-9.4pp |
| Employer contribution / active EE | $2,272 | $2,152+5.6% | $2,593-12.4% | $2,790-18.6% |
| Participant deferral / active EE | $4,427 | $2,665+66.1% | $3,776+17.2% | $4,249+4.2% |
| Admin fee / account holder | $4,962 | $11,615-57.3% | $9,477-47.6% | $8,951-44.6% |