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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 | $28,186 | $51,207-45.0% | $70,565-60.1% | $75,177-62.5% |
| Participation rate | 98.0% | 61.0%+37.0pp | 68.4%+29.6pp | 67.2%+30.8pp |
| Annual return | 4.35% | 30.05%-25.7pp | 32.79%-28.4pp | 160.75%-156.4pp |
| Employer contribution / active EE | $1,857 | $1,826+1.7% | $2,976-37.6% | $2,671-30.5% |
| Participant deferral / active EE | $1,944 | $2,850-31.8% | $4,568-57.4% | $4,126-52.9% |
| Admin fee / account holder | $2,925 | $4,097-28.6% | $6,430-54.5% | $5,651-48.2% |