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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 | $40,112 | $77,814-48.5% | $158,223-74.6% | $86,983-53.9% |
| Participation rate | 73.5% | 68.4%+5.1pp | 79.2%-5.7pp | 69.5%+4.0pp |
| Annual return | 7.88% | 30.54%-22.7pp | 52.09%-44.2pp | 25.83%-18.0pp |
| Employer contribution / active EE | $1,556 | $2,592-40.0% | $4,109-62.1% | $2,584-39.8% |
| Participant deferral / active EE | $4,877 | $3,270+49.2% | $5,467-10.8% | $4,194+16.3% |
| Admin fee / account holder | $7,772 | $5,879+32.2% | $16,047-51.6% | $7,856-1.1% |