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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 | $58,073 | $86,949-33.2% | $102,460-43.3% | $80,959-28.3% |
| Participation rate | 81.8% | 72.4%+9.4pp | 76.5%+5.3pp | 67.7%+14.2pp |
| Annual return | 9.74% | 18.89%-9.2pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $2,381 | $2,370+0.5% | $3,025-21.3% | $2,757-13.6% |
| Participant deferral / active EE | $3,830 | $4,121-7.1% | $5,056-24.2% | $4,300-10.9% |
| Admin fee / account holder | $727 | $8,048-91.0% | $9,460-92.3% | $6,925-89.5% |