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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 | $51,778 | $76,407-32.2% | $150,298-65.5% | $82,448-37.2% |
| Participation rate | 72.7% | 66.4%+6.3pp | 77.8%-5.0pp | 68.1%+4.7pp |
| Annual return | 11.09% | 39.99%-28.9pp | 62.79%-51.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,993 | $2,614-23.8% | $4,154-52.0% | $2,551-21.9% |
| Participant deferral / active EE | $4,006 | $3,214+24.6% | $5,453-26.5% | $4,139-3.2% |
| Admin fee / account holder | $656 | $6,352-89.7% | $14,116-95.4% | $7,234-90.9% |