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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 | $59,856 | $93,617-36.1% | $135,982-56.0% | $75,177-20.4% |
| Participation rate | 73.7% | 75.2%-1.5pp | 81.9%-8.2pp | 67.2%+6.5pp |
| Annual return | 13.65% | 30.89%-17.2pp | 68.32%-54.7pp | 160.75%-147.1pp |
| Employer contribution / active EE | $1,904 | $3,538-46.2% | $4,859-60.8% | $2,671-28.7% |
| Participant deferral / active EE | $6,363 | $6,406-0.7% | $7,760-18.0% | $4,126+54.2% |
| Admin fee / account holder | $2,153 | $6,980-69.2% | $10,767-80.0% | $5,651-61.9% |