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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 | $48,570 | $87,166-44.3% | $76,735-36.7% | $137,256-64.6% |
| Participation rate | 72.2% | 74.4%-2.1pp | 69.5%+2.7pp | 80.0%-7.7pp |
| Annual return | 3.58% | 26.50%-22.9pp | 29.77%-26.2pp | 220.34%-216.8pp |
| Employer contribution / active EE | $2,428 | $2,904-16.4% | $2,454-1.1% | $4,156-41.6% |
| Participant deferral / active EE | $3,684 | $4,726-22.0% | $4,088-9.9% | $6,407-42.5% |
| Admin fee / account holder | $1,705 | $8,403-79.7% | $7,189-76.3% | $12,270-86.1% |