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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 | $61,950 | $80,992-23.5% | $96,534-35.8% | $75,173-17.6% |
| Participation rate | 78.7% | 71.8%+6.9pp | 76.0%+2.7pp | 67.2%+11.5pp |
| Annual return | 12.44% | 27.05%-14.6pp | 25.88%-13.4pp | 160.72%-148.3pp |
| Employer contribution / active EE | $3,042 | $2,283+33.3% | $2,965+2.6% | $2,671+13.9% |
| Participant deferral / active EE | $2,614 | $3,929-33.5% | $4,851-46.1% | $4,126-36.7% |
| Admin fee / account holder | $2,608 | $6,717-61.2% | $8,253-68.4% | $5,651-53.9% |