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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 | $61,397 | $108,825-43.6% | $156,181-60.7% | $82,448-25.5% |
| Participation rate | 83.6% | 72.4%+11.2pp | 78.8%+4.8pp | 68.1%+15.5pp |
| Annual return | 10.55% | 20.59%-10.0pp | 64.87%-54.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,306 | $2,870-54.5% | $4,294-69.6% | $2,551-48.8% |
| Participant deferral / active EE | $4,770 | $4,577+4.2% | $6,132-22.2% | $4,139+15.2% |
| Admin fee / account holder | $15,292 | $9,341+63.7% | $14,586+4.8% | $7,234+111.4% |