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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 | $58,343 | $76,407-23.6% | $150,298-61.2% | $82,448-29.2% |
| Participation rate | 97.5% | 66.4%+31.1pp | 77.8%+19.7pp | 68.1%+29.4pp |
| Annual return | 12.32% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,852 | $2,614-29.2% | $4,154-55.4% | $2,551-27.4% |
| Participant deferral / active EE | $3,898 | $3,214+21.3% | $5,453-28.5% | $4,139-5.8% |
| Admin fee / account holder | $1,756 | $6,352-72.4% | $14,116-87.6% | $7,234-75.7% |