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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 | $66,457 | $62,592+6.2% | $85,709-22.5% | $85,847-22.6% |
| Participation rate | 77.6% | 61.1%+16.5pp | 69.9%+7.8pp | 69.3%+8.3pp |
| Annual return | 8.18% | 23.77%-15.6pp | 21.49%-13.3pp | 318.61%-310.4pp |
| Employer contribution / active EE | $1,057 | $1,755-39.8% | $2,619-59.6% | $2,565-58.8% |
| Participant deferral / active EE | $2,748 | $2,802-1.9% | $3,924-30.0% | $3,952-30.5% |
| Admin fee / account holder | $5,762 | $4,643+24.1% | $6,876-16.2% | $6,261-8.0% |