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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 | $43,211 | $59,440-27.3% | $78,004-44.6% | $82,637-47.7% |
| Participation rate | 82.1% | 62.8%+19.3pp | 69.4%+12.7pp | 68.1%+14.1pp |
| Annual return | 12.16% | 40.24%-28.1pp | 31.07%-18.9pp | 53.51%-41.3pp |
| Employer contribution / active EE | $3,836 | $1,750+119.1% | $2,469+55.4% | $2,552+50.3% |
| Participant deferral / active EE | $5,279 | $3,138+68.2% | $4,092+29.0% | $4,126+27.9% |
| Admin fee / account holder | $5,906 | $5,504+7.3% | $7,578-22.1% | $7,339-19.5% |