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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 | $58,848-28.4% | $88,179-52.2% | $82,637-49.0% |
| Participation rate | 93.6% | 57.9%+35.7pp | 69.1%+24.5pp | 68.1%+25.6pp |
| Annual return | 12.95% | 22.76%-9.8pp | 64.97%-52.0pp | 53.51%-40.6pp |
| Employer contribution / active EE | $3,162 | $1,678+88.4% | $2,549+24.0% | $2,552+23.9% |
| Participant deferral / active EE | $1,608 | $3,124-48.5% | $4,614-65.2% | $4,126-61.0% |
| Admin fee / account holder | $7,054 | $4,795+47.1% | $7,673-8.1% | $7,339-3.9% |