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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 | $62,702 | $117,846-46.8% | $102,434-38.8% | $145,884-57.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 6.54% | 31.90%-25.4pp | 29.46%-22.9pp | 551.85%-545.3pp |
| Employer contribution / active EE | $2,263 | $3,615-37.4% | $3,023-25.1% | $4,662-51.5% |
| Participant deferral / active EE | $3,374 | $5,733-41.1% | $5,055-33.2% | $6,690-49.6% |
| Admin fee / account holder | $4,816 | $13,356-63.9% | $9,462-49.1% | $13,392-64.0% |