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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 | $51,810 | $115,225-55.0% | $100,712-48.6% | $138,895-62.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 7.62% | 40.35%-32.7pp | 33.27%-25.7pp | 145.39%-137.8pp |
| Employer contribution / active EE | $2,088 | $2,771-24.6% | $2,313-9.7% | $4,194-50.2% |
| Participant deferral / active EE | $4,320 | $4,699-8.1% | $4,085+5.8% | $6,396-32.5% |
| Admin fee / account holder | $1,469 | $10,844-86.5% | $9,256-84.1% | $12,562-88.3% |