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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 | $68,072 | $72,492-6.1% | $87,104-21.8% | $72,975-6.7% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 13.82% | 24.46%-10.6pp | 28.19%-14.4pp | 81.01%-67.2pp |
| Employer contribution / active EE | $1,395 | $1,894-26.4% | $2,521-44.7% | $2,440-42.8% |
| Participant deferral / active EE | $3,568 | $3,270+9.1% | $4,048-11.9% | $3,608-1.1% |
| Admin fee / account holder | $1,069 | $5,055-78.9% | $7,491-85.7% | $5,124-79.1% |