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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 | $61,124 | $84,953-28.0% | $163,379-62.6% | $82,637-26.0% |
| Participation rate | 75.9% | 65.9%+9.9pp | 76.8%-1.0pp | 68.1%+7.8pp |
| Annual return | 9.66% | 23.07%-13.4pp | 63.41%-53.8pp | 53.51%-43.9pp |
| Employer contribution / active EE | $1,620 | $2,183-25.8% | $3,752-56.8% | $2,552-36.5% |
| Participant deferral / active EE | $2,804 | $4,326-35.2% | $6,282-55.4% | $4,126-32.0% |
| Admin fee / account holder | $3,745 | $7,921-52.7% | $9,818-61.9% | $7,339-49.0% |