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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 | $37,092 | $106,864-65.3% | $147,318-74.8% | $82,637-55.1% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.1%+6.2pp | 68.1%+20.2pp |
| Annual return | 10.36% | 27.49%-17.1pp | 70.43%-60.1pp | 53.51%-43.1pp |
| Employer contribution / active EE | $2,935 | $3,417-14.1% | $4,593-36.1% | $2,552+15.0% |
| Participant deferral / active EE | $7,912 | $6,496+21.8% | $7,906+0.1% | $4,126+91.8% |
| Admin fee / account holder | $5,434 | $8,415-35.4% | $13,708-60.4% | $7,339-26.0% |