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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 | $47,586 | $106,749-55.4% | $145,433-67.3% | $82,448-42.3% |
| Participation rate | 97.7% | 75.6%+22.1pp | 82.1%+15.6pp | 68.1%+29.7pp |
| Annual return | 9.82% | 27.59%-17.8pp | 66.58%-56.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $3,156 | $3,444-8.4% | $4,554-30.7% | $2,551+23.7% |
| Participant deferral / active EE | $5,591 | $6,519-14.2% | $7,897-29.2% | $4,139+35.1% |
| Admin fee / account holder | $14,902 | $8,390+77.6% | $13,129+13.5% | $7,234+106.0% |