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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 | $52,686 | $110,137-52.2% | $161,149-67.3% | $82,637-36.2% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 11.55% | 20.69%-9.1pp | 21.16%-9.6pp | 53.51%-42.0pp |
| Employer contribution / active EE | $1,852 | $2,856-35.2% | $4,360-57.5% | $2,552-27.4% |
| Participant deferral / active EE | $6,013 | $4,575+31.5% | $6,153-2.3% | $4,126+45.7% |
| Admin fee / account holder | $4,772 | $9,467-49.6% | $15,194-68.6% | $7,339-35.0% |