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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 | $112,729-54.0% | $98,716-47.5% | $137,256-62.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 7.62% | 38.48%-30.9pp | 31.81%-24.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $2,088 | $2,725-23.4% | $2,279-8.4% | $4,156-49.8% |
| Participant deferral / active EE | $4,320 | $4,640-6.9% | $4,048+6.7% | $6,407-32.6% |
| Admin fee / account holder | $1,469 | $10,129-85.5% | $8,703-83.1% | $12,270-88.0% |