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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 | $45,866 | $86,050-46.7% | $189,758-75.8% | $94,015-51.2% |
| Participation rate | 78.8% | 68.9%+9.9pp | 79.8%-1.0pp | 70.8%+8.0pp |
| Annual return | 10.77% | 17.77%-7.0pp | 52.62%-41.9pp | 17.84%-7.1pp |
| Employer contribution / active EE | $1,360 | $2,819-51.8% | $4,767-71.5% | $2,790-51.3% |
| Participant deferral / active EE | $2,194 | $3,349-34.5% | $5,856-62.5% | $4,249-48.4% |
| Admin fee / account holder | $5,866 | $6,627-11.5% | $20,388-71.2% | $8,951-34.5% |