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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 | $34,585 | $57,541-39.9% | $95,728-63.9% | $75,181-54.0% |
| Participation rate | 92.3% | 62.5%+29.8pp | 72.3%+20.0pp | 67.2%+25.1pp |
| Annual return | 8.84% | 34.93%-26.1pp | 28.40%-19.6pp | 160.69%-151.8pp |
| Employer contribution / active EE | $1,586 | $1,808-12.3% | $2,835-44.1% | $2,671-40.6% |
| Participant deferral / active EE | $3,135 | $3,074+2.0% | $4,245-26.2% | $4,126-24.0% |
| Admin fee / account holder | $6,482 | $4,099+58.2% | $5,673+14.3% | $5,650+14.7% |