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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 | $59,701 | $146,267-59.2% | $197,124-69.7% | $82,448-27.6% |
| Participation rate | 78.8% | 84.0%-5.2pp | 86.7%-7.9pp | 68.1%+10.7pp |
| Annual return | 12.68% | 29.61%-16.9pp | 44.34%-31.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,624 | $4,723-23.3% | $6,227-41.8% | $2,551+42.1% |
| Participant deferral / active EE | $6,778 | $7,035-3.6% | $9,135-25.8% | $4,139+63.7% |
| Admin fee / account holder | $7,027 | $14,422-51.3% | $16,298-56.9% | $7,234-2.9% |