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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 | $57,785 | $106,749-45.9% | $145,433-60.3% | $82,448-29.9% |
| Participation rate | 89.4% | 75.6%+13.8pp | 82.1%+7.3pp | 68.1%+21.3pp |
| Annual return | 13.17% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,681 | $3,444-51.2% | $4,554-63.1% | $2,551-34.1% |
| Participant deferral / active EE | $2,751 | $6,519-57.8% | $7,897-65.2% | $4,139-33.5% |
| Admin fee / account holder | $1,108 | $8,390-86.8% | $13,129-91.6% | $7,234-84.7% |