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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 | $45,326 | $87,132-48.0% | $105,624-57.1% | $80,959-44.0% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.3%+20.7pp | 67.7%+28.3pp |
| Annual return | 8.96% | 17.03%-8.1pp | 116.20%-107.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,956 | $2,397-18.4% | $3,168-38.3% | $2,757-29.1% |
| Participant deferral / active EE | $4,749 | $3,985+19.2% | $5,013-5.3% | $4,300+10.4% |
| Admin fee / account holder | $785 | $8,449-90.7% | $10,961-92.8% | $6,925-88.7% |