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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 | $39,870 | $57,590-30.8% | $86,233-53.8% | $82,448-51.6% |
| Participation rate | 77.8% | 57.9%+19.9pp | 69.0%+8.8pp | 68.1%+9.7pp |
| Annual return | 12.92% | 22.41%-9.5pp | 61.39%-48.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,178 | $1,655-28.8% | $2,504-53.0% | $2,551-53.8% |
| Participant deferral / active EE | $3,697 | $3,080+20.0% | $4,559-18.9% | $4,139-10.7% |
| Admin fee / account holder | $5,610 | $4,730+18.6% | $8,342-32.8% | $7,234-22.5% |