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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 | $30,803 | $93,057-66.9% | $153,500-79.9% | $80,925-61.9% |
| Participation rate | 72.0% | 69.0%+3.0pp | 77.1%-5.1pp | 67.7%+4.3pp |
| Annual return | 10.26% | 19.96%-9.7pp | 15.70%-5.4pp | 35.65%-25.4pp |
| Employer contribution / active EE | $2,180 | $3,507-37.8% | $5,039-56.7% | $2,756-20.9% |
| Participant deferral / active EE | $3,363 | $5,179-35.1% | $6,756-50.2% | $4,299-21.8% |
| Admin fee / account holder | $6,264 | $8,885-29.5% | $12,736-50.8% | $6,940-9.7% |