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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 | $75,541-50.9% | $152,093-75.6% | $82,637-55.2% |
| Participation rate | 76.0% | 66.5%+9.5pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 10.79% | 32.56%-21.8pp | 66.36%-55.6pp | 53.51%-42.7pp |
| Employer contribution / active EE | $1,073 | $2,622-59.1% | $4,175-74.3% | $2,552-57.9% |
| Participant deferral / active EE | $2,253 | $3,206-29.7% | $5,451-58.7% | $4,126-45.4% |
| Admin fee / account holder | $5,647 | $6,405-11.8% | $14,497-61.0% | $7,339-23.1% |