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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 | $51,701 | $106,749-51.6% | $145,433-64.5% | $82,448-37.3% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 13.75% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,041 | $3,444-11.7% | $4,554-33.2% | $2,551+19.2% |
| Participant deferral / active EE | $6,956 | $6,519+6.7% | $7,897-11.9% | $4,139+68.0% |
| Admin fee / account holder | $20,241 | $8,390+141.3% | $13,129+54.2% | $7,234+179.8% |