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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 | $42,361 | $63,365-33.1% | $91,994-54.0% | $72,975-42.0% |
| Participation rate | 71.0% | 72.5%-1.5pp | 78.6%-7.7pp | 69.5%+1.5pp |
| Annual return | 18.88% | 35.35%-16.5pp | 69.04%-50.2pp | 81.01%-62.1pp |
| Employer contribution / active EE | $1,438 | $2,116-32.0% | $3,453-58.4% | $2,440-41.1% |
| Participant deferral / active EE | $2,216 | $4,883-54.6% | $5,924-62.6% | $3,608-38.6% |
| Admin fee / account holder | $673 | $4,670-85.6% | $7,744-91.3% | $5,124-86.9% |