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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 | $50,714 | $95,404-46.8% | $113,397-55.3% | $82,637-38.6% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.5%-5.9pp | 68.1%+2.5pp |
| Annual return | 11.14% | 19.08%-7.9pp | 23.20%-12.1pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,907 | $2,307-17.3% | $2,977-35.9% | $2,552-25.3% |
| Participant deferral / active EE | $4,767 | $4,220+13.0% | $5,076-6.1% | $4,126+15.5% |
| Admin fee / account holder | $2,422 | $9,168-73.6% | $11,957-79.7% | $7,339-67.0% |