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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 | $21,856 | $124,425-82.4% | $112,040-80.5% | $137,256-84.1% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 9.52% | 24.72%-15.2pp | 24.52%-15.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,058 | $3,411-39.7% | $2,954-30.3% | $4,156-50.5% |
| Participant deferral / active EE | $4,989 | $5,718-12.8% | $5,098-2.1% | $6,407-22.1% |
| Admin fee / account holder | $3,769 | $15,207-75.2% | $12,098-68.8% | $12,270-69.3% |