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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 | $58,049 | $45,087+28.7% | $69,483-16.5% | $72,976-20.5% |
| Participation rate | 70.0% | 68.5%+1.5pp | 74.6%-4.6pp | 69.5%+0.5pp |
| Annual return | 5.52% | 22.67%-17.1pp | 28.99%-23.5pp | 81.02%-75.5pp |
| Employer contribution / active EE | $1,197 | $2,055-41.8% | $2,780-56.9% | $2,440-51.0% |
| Participant deferral / active EE | $1,472 | $2,603-43.4% | $3,537-58.4% | $3,608-59.2% |
| Admin fee / account holder | $2,904 | $3,057-5.0% | $3,841-24.4% | $5,124-43.3% |