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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 | $73,182 | $78,520-6.8% | $96,576-24.2% | $82,448-11.2% |
| Participation rate | 75.0% | 77.7%-2.7pp | 81.4%-6.4pp | 68.1%+6.9pp |
| Annual return | 13.76% | 41.30%-27.5pp | 38.47%-24.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,221 | $2,630-15.5% | $3,553-37.5% | $2,551-12.9% |
| Participant deferral / active EE | $4,405 | $6,754-34.8% | $7,956-44.6% | $4,139+6.4% |
| Admin fee / account holder | $827 | $13,455-93.9% | $11,381-92.7% | $7,234-88.6% |