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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 | $75,692 | $146,267-48.3% | $197,124-61.6% | $82,448-8.2% |
| Participation rate | 77.1% | 84.0%-6.9pp | 86.7%-9.6pp | 68.1%+9.1pp |
| Annual return | 8.72% | 29.61%-20.9pp | 44.34%-35.6pp | 41.64%-32.9pp |
| Employer contribution / active EE | $2,266 | $4,723-52.0% | $6,227-63.6% | $2,551-11.2% |
| Participant deferral / active EE | $3,551 | $7,035-49.5% | $9,135-61.1% | $4,139-14.2% |
| Admin fee / account holder | $7,070 | $14,422-51.0% | $16,298-56.6% | $7,234-2.3% |