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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 | $79,320 | $112,729-29.6% | $98,716-19.6% | $137,256-42.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 6.32% | 38.48%-32.2pp | 31.81%-25.5pp | 220.34%-214.0pp |
| Employer contribution / active EE | $2,788 | $2,725+2.3% | $2,279+22.4% | $4,156-32.9% |
| Participant deferral / active EE | $8,428 | $4,640+81.6% | $4,048+108.2% | $6,407+31.5% |
| Admin fee / account holder | $2,156 | $10,129-78.7% | $8,703-75.2% | $12,270-82.4% |