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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 | $65,720 | $106,749-38.4% | $145,433-54.8% | $82,448-20.3% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 11.99% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,432 | $3,444-58.4% | $4,554-68.6% | $2,551-43.9% |
| Participant deferral / active EE | $7,100 | $6,519+8.9% | $7,897-10.1% | $4,139+71.5% |
| Admin fee / account holder | $14,499 | $8,390+72.8% | $13,129+10.4% | $7,234+100.4% |