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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 | $35,756 | $75,541-52.7% | $152,093-76.5% | $82,637-56.7% |
| Participation rate | 86.4% | 66.5%+19.8pp | 77.8%+8.6pp | 68.1%+18.3pp |
| Annual return | 11.91% | 32.56%-20.6pp | 66.36%-54.4pp | 53.51%-41.6pp |
| Employer contribution / active EE | $2,075 | $2,622-20.9% | $4,175-50.3% | $2,552-18.7% |
| Participant deferral / active EE | $5,913 | $3,206+84.5% | $5,451+8.5% | $4,126+43.3% |
| Admin fee / account holder | $6,125 | $6,405-4.4% | $14,497-57.8% | $7,339-16.5% |