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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 | $52,355 | $81,358-35.6% | $155,556-66.3% | $80,959-35.3% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 10.40% | 33.39%-23.0pp | 64.84%-54.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,830 | $3,106-41.1% | $4,675-60.9% | $2,757-33.6% |
| Participant deferral / active EE | $3,038 | $3,455-12.1% | $5,631-46.0% | $4,300-29.4% |
| Admin fee / account holder | $338 | $7,994-95.8% | $15,885-97.9% | $6,925-95.1% |