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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 | $77,416 | $106,864-27.6% | $147,318-47.4% | $82,637-6.3% |
| Participation rate | 76.6% | 75.5%+1.1pp | 82.1%-5.5pp | 68.1%+8.5pp |
| Annual return | 12.59% | 27.49%-14.9pp | 70.43%-57.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $746 | $3,417-78.2% | $4,593-83.8% | $2,552-70.8% |
| Participant deferral / active EE | $3,019 | $6,496-53.5% | $7,906-61.8% | $4,126-26.8% |
| Admin fee / account holder | $1,559 | $8,415-81.5% | $13,708-88.6% | $7,339-78.8% |