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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 | $76,085 | $106,749-28.7% | $145,433-47.7% | $82,448-7.7% |
| Participation rate | 77.6% | 75.6%+1.9pp | 82.1%-4.5pp | 68.1%+9.5pp |
| Annual return | 12.71% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,825 | $3,444-47.0% | $4,554-59.9% | $2,551-28.4% |
| Participant deferral / active EE | $2,932 | $6,519-55.0% | $7,897-62.9% | $4,139-29.2% |
| Admin fee / account holder | $22,440 | $8,390+167.5% | $13,129+70.9% | $7,234+210.2% |