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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 | $59,755 | $108,825-45.1% | $156,181-61.7% | $82,448-27.5% |
| Participation rate | 79.5% | 72.4%+7.1pp | 78.8%+0.7pp | 68.1%+11.4pp |
| Annual return | 12.17% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,855 | $2,870-35.4% | $4,294-56.8% | $2,551-27.3% |
| Participant deferral / active EE | $2,799 | $4,577-38.8% | $6,132-54.4% | $4,139-32.4% |
| Admin fee / account holder | $12,262 | $9,341+31.3% | $14,586-15.9% | $7,234+69.5% |