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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 | $80,134 | $106,749-24.9% | $145,433-44.9% | $82,448-2.8% |
| Participation rate | 71.9% | 75.6%-3.8pp | 82.1%-10.2pp | 68.1%+3.8pp |
| Annual return | 1.81% | 27.59%-25.8pp | 66.58%-64.8pp | 41.64%-39.8pp |
| Employer contribution / active EE | $2,391 | $3,444-30.6% | $4,554-47.5% | $2,551-6.3% |
| Participant deferral / active EE | $4,861 | $6,519-25.4% | $7,897-38.4% | $4,139+17.4% |
| Admin fee / account holder | $1,189 | $8,390-85.8% | $13,129-90.9% | $7,234-83.6% |