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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 | $80,116 | $112,729-28.9% | $98,716-18.8% | $137,256-41.6% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.3%+7.6pp | 80.0%-3.0pp |
| Annual return | 6.19% | 38.48%-32.3pp | 31.81%-25.6pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,763 | $2,725-35.3% | $2,279-22.6% | $4,156-57.6% |
| Participant deferral / active EE | $5,685 | $4,640+22.5% | $4,048+40.4% | $6,407-11.3% |
| Admin fee / account holder | $10,487 | $10,129+3.5% | $8,703+20.5% | $12,270-14.5% |