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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 | $35,604 | $106,864-66.7% | $147,318-75.8% | $82,637-56.9% |
| Participation rate | 73.0% | 75.5%-2.5pp | 82.1%-9.1pp | 68.1%+4.9pp |
| Annual return | 11.04% | 27.49%-16.4pp | 70.43%-59.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $3,805 | $3,417+11.4% | $4,593-17.2% | $2,552+49.1% |
| Participant deferral / active EE | $6,253 | $6,496-3.7% | $7,906-20.9% | $4,126+51.6% |
| Admin fee / account holder | $5,760 | $8,415-31.6% | $13,708-58.0% | $7,339-21.5% |