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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 | $41,350 | $81,487-49.3% | $102,412-59.6% | $80,935-48.9% |
| Participation rate | 93.3% | 66.8%+26.5pp | 74.5%+18.8pp | 67.7%+25.7pp |
| Annual return | 7.37% | 25.60%-18.2pp | 24.94%-17.6pp | 35.66%-28.3pp |
| Employer contribution / active EE | $3,012 | $3,103-2.9% | $3,870-22.2% | $2,757+9.3% |
| Participant deferral / active EE | $6,009 | $3,871+55.3% | $5,060+18.8% | $4,299+39.8% |
| Admin fee / account holder | $462 | $6,717-93.1% | $8,388-94.5% | $6,924-93.3% |