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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 | $58,057-19.5% | $97,032-51.9% | $86,983-46.3% |
| Participation rate | 96.6% | 60.4%+36.2pp | 71.6%+25.0pp | 69.5%+27.0pp |
| Annual return | 10.76% | 22.26%-11.5pp | 35.38%-24.6pp | 25.83%-15.1pp |
| Employer contribution / active EE | $2,972 | $1,663+78.7% | $2,629+13.0% | $2,584+15.0% |
| Participant deferral / active EE | $5,486 | $3,244+69.1% | $4,672+17.4% | $4,194+30.8% |
| Admin fee / account holder | $1,752 | $4,839-63.8% | $9,418-81.4% | $7,856-77.7% |