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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 | $49,475 | $93,617-47.2% | $135,982-63.6% | $75,177-34.2% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 11.59% | 30.89%-19.3pp | 68.32%-56.7pp | 160.75%-149.2pp |
| Employer contribution / active EE | $1,475 | $3,538-58.3% | $4,859-69.6% | $2,671-44.8% |
| Participant deferral / active EE | $4,856 | $6,406-24.2% | $7,760-37.4% | $4,126+17.7% |
| Admin fee / account holder | $2,856 | $6,980-59.1% | $10,767-73.5% | $5,651-49.5% |