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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 | $46,715 | $58,848-20.6% | $88,179-47.0% | $82,637-43.5% |
| Participation rate | 96.6% | 57.9%+38.7pp | 69.1%+27.4pp | 68.1%+28.5pp |
| Annual return | 10.76% | 22.76%-12.0pp | 64.97%-54.2pp | 53.51%-42.7pp |
| Employer contribution / active EE | $2,972 | $1,678+77.1% | $2,549+16.6% | $2,552+16.4% |
| Participant deferral / active EE | $5,486 | $3,124+75.6% | $4,614+18.9% | $4,126+33.0% |
| Admin fee / account holder | $1,752 | $4,795-63.5% | $7,673-77.2% | $7,339-76.1% |