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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 | $33,628 | $75,541-55.5% | $152,093-77.9% | $82,637-59.3% |
| Participation rate | 92.6% | 66.5%+26.1pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 8.49% | 32.56%-24.1pp | 66.36%-57.9pp | 53.51%-45.0pp |
| Employer contribution / active EE | $1,667 | $2,622-36.4% | $4,175-60.1% | $2,552-34.7% |
| Participant deferral / active EE | $3,999 | $3,206+24.8% | $5,451-26.6% | $4,126-3.1% |
| Admin fee / account holder | $5,168 | $6,405-19.3% | $14,497-64.4% | $7,339-29.6% |