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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 | $42,135 | $58,057-27.4% | $97,032-56.6% | $86,983-51.6% |
| Participation rate | 93.6% | 60.4%+33.3pp | 71.6%+22.1pp | 69.5%+24.1pp |
| Annual return | 12.95% | 22.26%-9.3pp | 35.38%-22.4pp | 25.83%-12.9pp |
| Employer contribution / active EE | $3,162 | $1,663+90.1% | $2,629+20.3% | $2,584+22.3% |
| Participant deferral / active EE | $1,608 | $3,244-50.4% | $4,672-65.6% | $4,194-61.7% |
| Admin fee / account holder | $7,054 | $4,839+45.8% | $9,418-25.1% | $7,856-10.2% |