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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 | $49,016 | $138,312-64.6% | $122,979-60.1% | $155,188-68.4% |
| Participation rate | 71.4% | 80.2%-8.8pp | 77.2%-5.8pp | 80.8%-9.4pp |
| Annual return | 5.78% | 22.06%-16.3pp | 20.12%-14.3pp | 148.84%-143.1pp |
| Employer contribution / active EE | $1,406 | $3,530-60.2% | $3,062-54.1% | $4,248-66.9% |
| Participant deferral / active EE | $6,021 | $5,592+7.7% | $5,003+20.3% | $6,531-7.8% |
| Admin fee / account holder | $8,410 | $15,089-44.3% | $12,864-34.6% | $14,480-41.9% |