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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 | $66,545 | $78,690-15.4% | $161,489-58.8% | $87,485-23.9% |
| Participation rate | 77.3% | 67.5%+9.8pp | 78.7%-1.4pp | 68.9%+8.3pp |
| Annual return | 10.24% | 32.74%-22.5pp | 89.72%-79.5pp | 26.06%-15.8pp |
| Employer contribution / active EE | $2,168 | $2,588-16.2% | $4,268-49.2% | $2,596-16.5% |
| Participant deferral / active EE | $1,247 | $3,311-62.3% | $5,630-77.9% | $4,274-70.8% |
| Admin fee / account holder | $5,753 | $6,724-14.4% | $16,006-64.1% | $7,775-26.0% |