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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 | $50,276 | $80,992-37.9% | $96,534-47.9% | $75,173-33.1% |
| Participation rate | 77.6% | 71.8%+5.8pp | 76.0%+1.6pp | 67.2%+10.3pp |
| Annual return | 8.62% | 27.05%-18.4pp | 25.88%-17.3pp | 160.72%-152.1pp |
| Employer contribution / active EE | $1,776 | $2,283-22.2% | $2,965-40.1% | $2,671-33.5% |
| Participant deferral / active EE | $3,123 | $3,929-20.5% | $4,851-35.6% | $4,126-24.3% |
| Admin fee / account holder | $9,682 | $6,717+44.1% | $8,253+17.3% | $5,651+71.3% |