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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 | $31,690 | $58,851-46.2% | $115,170-72.5% | $72,975-56.6% |
| Participation rate | 96.4% | 65.5%+30.9pp | 75.9%+20.5pp | 69.5%+26.9pp |
| Annual return | 10.31% | 23.16%-12.8pp | 35.60%-25.3pp | 81.01%-70.7pp |
| Employer contribution / active EE | $1,135 | $1,798-36.8% | $3,179-64.3% | $2,440-53.5% |
| Participant deferral / active EE | $2,117 | $2,643-19.9% | $4,169-49.2% | $3,608-41.3% |
| Admin fee / account holder | $3,964 | $6,370-37.8% | $7,089-44.1% | $5,124-22.6% |