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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 | $115,225-31.2% | $100,712-21.2% | $138,895-42.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 6.32% | 40.35%-34.0pp | 33.27%-26.9pp | 145.39%-139.1pp |
| Employer contribution / active EE | $2,788 | $2,771+0.6% | $2,313+20.6% | $4,194-33.5% |
| Participant deferral / active EE | $8,428 | $4,699+79.3% | $4,085+106.3% | $6,396+31.8% |
| Admin fee / account holder | $2,156 | $10,844-80.1% | $9,256-76.7% | $12,562-82.8% |