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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 | $81,758 | $106,864-23.5% | $147,318-44.5% | $82,637-1.1% |
| Participation rate | 78.1% | 75.5%+2.6pp | 82.1%-3.9pp | 68.1%+10.1pp |
| Annual return | 14.02% | 27.49%-13.5pp | 70.43%-56.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,237 | $3,417-63.8% | $4,593-73.1% | $2,552-51.5% |
| Participant deferral / active EE | $5,041 | $6,496-22.4% | $7,906-36.2% | $4,126+22.2% |
| Admin fee / account holder | $4,420 | $8,415-47.5% | $13,708-67.8% | $7,339-39.8% |