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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 | $124,980-58.5% | $108,359-52.2% | $154,746-66.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 7.62% | 45.00%-37.4pp | 36.89%-29.3pp | 172.34%-164.7pp |
| Employer contribution / active EE | $2,088 | $2,851-26.7% | $2,399-13.0% | $4,379-52.3% |
| Participant deferral / active EE | $4,320 | $4,743-8.9% | $4,137+4.4% | $6,730-35.8% |
| Admin fee / account holder | $1,469 | $11,502-87.2% | $9,741-84.9% | $14,365-89.8% |