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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 | $53,931 | $136,860-60.6% | $120,344-55.2% | $154,746-65.1% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 5.68% | 21.38%-15.7pp | 20.30%-14.6pp | 172.34%-166.7pp |
| Employer contribution / active EE | $3,752 | $3,533+6.2% | $3,020+24.2% | $4,379-14.3% |
| Participant deferral / active EE | $13,352 | $5,793+130.5% | $5,135+160.0% | $6,730+98.4% |
| Admin fee / account holder | $12,741 | $15,393-17.2% | $12,7420% | $14,365-11.3% |