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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 | $36,860 | $72,273-49.0% | $101,275-63.6% | $79,856-53.8% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | 6.98% | 22.30%-15.3pp | 46.48%-39.5pp | 31.71%-24.7pp |
| Employer contribution / active EE | $2,688 | $2,691-0.1% | $3,660-26.6% | $2,471+8.8% |
| Participant deferral / active EE | $2,416 | $3,282-26.4% | $4,371-44.7% | $3,741-35.4% |
| Admin fee / account holder | $2,849 | $4,401-35.3% | $5,948-52.1% | $5,306-46.3% |