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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 | $59,001 | $60,442-2.4% | $96,754-39.0% | $87,485-32.6% |
| Participation rate | 79.6% | 58.7%+20.9pp | 70.3%+9.3pp | 68.9%+10.7pp |
| Annual return | 12.90% | 21.97%-9.1pp | 82.04%-69.1pp | 26.06%-13.2pp |
| Employer contribution / active EE | $2,314 | $1,691+36.9% | $2,679-13.6% | $2,596-10.9% |
| Participant deferral / active EE | $2,773 | $3,280-15.5% | $4,758-41.7% | $4,274-35.1% |
| Admin fee / account holder | $1,375 | $5,069-72.9% | $8,905-84.6% | $7,775-82.3% |