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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 | $37,060 | $76,407-51.5% | $150,298-75.3% | $82,448-55.1% |
| Participation rate | 76.0% | 66.4%+9.6pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 10.79% | 39.99%-29.2pp | 62.79%-52.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,073 | $2,614-58.9% | $4,154-74.2% | $2,551-57.9% |
| Participant deferral / active EE | $2,253 | $3,214-29.9% | $5,453-58.7% | $4,139-45.6% |
| Admin fee / account holder | $5,647 | $6,352-11.1% | $14,116-60.0% | $7,234-21.9% |