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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 | $55,237 | $106,864-48.3% | $147,318-62.5% | $82,637-33.2% |
| Participation rate | 74.5% | 75.5%-1.0pp | 82.1%-7.6pp | 68.1%+6.4pp |
| Annual return | 13.39% | 27.49%-14.1pp | 70.43%-57.0pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,399 | $3,417-29.8% | $4,593-47.8% | $2,552-6.0% |
| Participant deferral / active EE | $6,088 | $6,496-6.3% | $7,906-23.0% | $4,126+47.6% |
| Admin fee / account holder | $4,563 | $8,415-45.8% | $13,708-66.7% | $7,339-37.8% |