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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 | $28,086 | $72,492-61.3% | $87,104-67.8% | $72,975-61.5% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 11.87% | 24.46%-12.6pp | 28.19%-16.3pp | 81.01%-69.1pp |
| Employer contribution / active EE | $1,907 | $1,894+0.7% | $2,521-24.4% | $2,440-21.9% |
| Participant deferral / active EE | $3,868 | $3,270+18.3% | $4,048-4.5% | $3,608+7.2% |
| Admin fee / account holder | $551 | $5,055-89.1% | $7,491-92.6% | $5,124-89.2% |