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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 | $40,564 | $81,476-50.2% | $102,383-60.4% | $80,925-49.9% |
| Participation rate | 77.3% | 66.8%+10.4pp | 74.5%+2.8pp | 67.7%+9.6pp |
| Annual return | 8.64% | 25.59%-17.0pp | 24.94%-16.3pp | 35.65%-27.0pp |
| Employer contribution / active EE | $1,247 | $3,105-59.8% | $3,870-67.8% | $2,756-54.8% |
| Participant deferral / active EE | $3,130 | $3,871-19.1% | $5,060-38.1% | $4,299-27.2% |
| Admin fee / account holder | $3,868 | $6,717-42.4% | $8,391-53.9% | $6,940-44.3% |