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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 | $79,332 | $106,749-25.7% | $145,433-45.5% | $82,448-3.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 10.18% | 27.59%-17.4pp | 66.58%-56.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $4,593 | $3,444+33.4% | $4,554+0.9% | $2,551+80.1% |
| Participant deferral / active EE | $5,471 | $6,519-16.1% | $7,897-30.7% | $4,139+32.2% |
| Admin fee / account holder | $2,874 | $8,390-65.7% | $13,129-78.1% | $7,234-60.3% |