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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 | $106,749-29.4% | $145,433-48.2% | $82,448-8.6% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 13.14% | 27.59%-14.5pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,968 | $3,444-42.9% | $4,554-56.8% | $2,551-22.9% |
| Participant deferral / active EE | $4,721 | $6,519-27.6% | $7,897-40.2% | $4,139+14.0% |
| Admin fee / account holder | $9,707 | $8,390+15.7% | $13,129-26.1% | $7,234+34.2% |