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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 | $77,699 | $95,453-18.6% | $112,040-30.7% | $82,448-5.8% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.5%-6.5pp | 68.1%+1.9pp |
| Annual return | 11.18% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $998 | $2,318-56.9% | $2,954-66.2% | $2,551-60.9% |
| Participant deferral / active EE | $2,338 | $4,224-44.7% | $5,098-54.1% | $4,139-43.5% |
| Admin fee / account holder | $1,330 | $9,013-85.2% | $12,098-89.0% | $7,234-81.6% |