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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 | $41,820 | $66,813-37.4% | $100,528-58.4% | $73,493-43.1% |
| Participation rate | 78.0% | 77.5%+0.5pp | 79.4%-1.4pp | 70.7%+7.3pp |
| Annual return | 13.44% | 25.70%-12.3pp | 30.90%-17.5pp | 28.51%-15.1pp |
| Employer contribution / active EE | $3,370 | $2,147+57.0% | $3,419-1.4% | $2,270+48.4% |
| Participant deferral / active EE | $8,199 | $5,883+39.4% | $6,271+30.7% | $3,740+119.2% |
| Admin fee / account holder | $646 | $512+26.2% | $8,084-92.0% | $513+25.9% |