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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 | $55,089 | $86,949-36.6% | $102,460-46.2% | $80,959-32.0% |
| Participation rate | 70.7% | 72.4%-1.7pp | 76.5%-5.8pp | 67.7%+3.0pp |
| Annual return | 7.75% | 18.89%-11.1pp | 29.47%-21.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $1,530 | $2,370-35.4% | $3,025-49.4% | $2,757-44.5% |
| Participant deferral / active EE | $4,258 | $4,121+3.3% | $5,056-15.8% | $4,300-1.0% |
| Admin fee / account holder | $5,728 | $8,048-28.8% | $9,460-39.5% | $6,925-17.3% |