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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 | $58,848-32.2% | $88,179-54.8% | $82,637-51.8% |
| Participation rate | 77.8% | 57.9%+19.9pp | 69.1%+8.6pp | 68.1%+9.7pp |
| Annual return | 12.92% | 22.76%-9.8pp | 64.97%-52.0pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,178 | $1,678-29.8% | $2,549-53.8% | $2,552-53.8% |
| Participant deferral / active EE | $3,697 | $3,124+18.4% | $4,614-19.9% | $4,126-10.4% |
| Admin fee / account holder | $5,610 | $4,795+17.0% | $7,673-26.9% | $7,339-23.6% |