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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 | $51,086 | $93,589-45.4% | $135,942-62.4% | $75,181-32.0% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 13.17% | 30.90%-17.7pp | 68.28%-55.1pp | 160.69%-147.5pp |
| Employer contribution / active EE | $1,710 | $3,537-51.7% | $4,858-64.8% | $2,671-36.0% |
| Participant deferral / active EE | $5,865 | $6,405-8.4% | $7,759-24.4% | $4,126+42.2% |
| Admin fee / account holder | $8,109 | $6,977+16.2% | $10,764-24.7% | $5,650+43.5% |