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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 | $57,367 | $106,749-46.3% | $145,433-60.6% | $82,448-30.4% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 12.63% | 27.59%-15.0pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,416 | $3,444-29.9% | $4,554-47.0% | $2,551-5.3% |
| Participant deferral / active EE | $2,887 | $6,519-55.7% | $7,897-63.4% | $4,139-30.3% |
| Admin fee / account holder | $6,802 | $8,390-18.9% | $13,129-48.2% | $7,234-6.0% |