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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 | $59,392 | $76,551-22.4% | $123,894-52.1% | $62,881-5.5% |
| Participation rate | 83.8% | 73.0%+10.8pp | 81.4%+2.4pp | 69.3%+14.5pp |
| Annual return | 5.81% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,241 | $2,882-56.9% | $4,617-73.1% | $2,281-45.6% |
| Participant deferral / active EE | $2,939 | $4,840-39.3% | $5,984-50.9% | $3,203-8.3% |
| Admin fee / account holder | $592 | $4,826-87.7% | $8,357-92.9% | $4,296-86.2% |