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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 | $106,524-55.3% | $152,301-68.8% | $87,485-45.6% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.4%+15.3pp | 68.9%+28.8pp |
| Annual return | 9.82% | 26.89%-17.1pp | 80.50%-70.7pp | 26.06%-16.2pp |
| Employer contribution / active EE | $3,156 | $3,371-6.4% | $4,624-31.8% | $2,596+21.6% |
| Participant deferral / active EE | $5,591 | $6,525-14.3% | $8,004-30.1% | $4,274+30.8% |
| Admin fee / account holder | $14,902 | $8,287+79.8% | $14,398+3.5% | $7,775+91.7% |