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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 | $86,050-22.7% | $189,758-64.9% | $94,015-29.2% |
| Participation rate | 77.3% | 68.9%+8.4pp | 79.8%-2.5pp | 70.8%+6.5pp |
| Annual return | 10.24% | 17.77%-7.5pp | 52.62%-42.4pp | 17.84%-7.6pp |
| Employer contribution / active EE | $2,168 | $2,819-23.1% | $4,767-54.5% | $2,790-22.3% |
| Participant deferral / active EE | $1,247 | $3,349-62.8% | $5,856-78.7% | $4,249-70.7% |
| Admin fee / account holder | $5,753 | $6,627-13.2% | $20,388-71.8% | $8,951-35.7% |