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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 | $63,101 | $55,684+13.3% | $75,900-16.9% | $72,976-13.5% |
| Participation rate | 73.1% | 61.1%+11.9pp | 69.3%+3.8pp | 69.5%+3.6pp |
| Annual return | 3.97% | 27.60%-23.6pp | 30.73%-26.8pp | 81.02%-77.0pp |
| Employer contribution / active EE | $1,524 | $1,687-9.7% | $2,501-39.1% | $2,440-37.6% |
| Participant deferral / active EE | $2,789 | $2,634+5.9% | $3,604-22.6% | $3,608-22.7% |
| Admin fee / account holder | $1,039 | $3,981-73.9% | $5,421-80.8% | $5,124-79.7% |