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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 | $71,671 | $93,589-23.4% | $135,942-47.3% | $75,181-4.7% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.9%-8.4pp | 67.2%+6.3pp |
| Annual return | 6.39% | 30.90%-24.5pp | 68.28%-61.9pp | 160.69%-154.3pp |
| Employer contribution / active EE | $2,181 | $3,537-38.3% | $4,858-55.1% | $2,671-18.3% |
| Participant deferral / active EE | $6,201 | $6,405-3.2% | $7,759-20.1% | $4,126+50.3% |
| Admin fee / account holder | $3,545 | $6,977-49.2% | $10,764-67.1% | $5,650-37.3% |