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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 | $88,996-45.4% | $78,004-37.7% | $138,895-65.0% |
| Participation rate | 72.2% | 74.4%-2.1pp | 69.4%+2.8pp | 79.9%-7.7pp |
| Annual return | 3.58% | 28.03%-24.5pp | 31.07%-27.5pp | 145.39%-141.8pp |
| Employer contribution / active EE | $2,428 | $2,917-16.8% | $2,469-1.7% | $4,194-42.1% |
| Participant deferral / active EE | $3,684 | $4,724-22.0% | $4,092-10.0% | $6,396-42.4% |
| Admin fee / account holder | $1,705 | $8,807-80.6% | $7,578-77.5% | $12,562-86.4% |