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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 | $75,378 | $106,524-29.2% | $152,301-50.5% | $87,485-13.8% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.4%-11.0pp | 68.9%+2.5pp |
| Annual return | 13.14% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,968 | $3,371-41.6% | $4,624-57.4% | $2,596-24.2% |
| Participant deferral / active EE | $4,721 | $6,525-27.7% | $8,004-41.0% | $4,274+10.5% |
| Admin fee / account holder | $9,707 | $8,287+17.1% | $14,398-32.6% | $7,775+24.9% |