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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 | $49,392 | $106,524-53.6% | $152,301-67.6% | $87,485-43.5% |
| Participation rate | 95.9% | 75.8%+20.2pp | 82.4%+13.5pp | 68.9%+27.0pp |
| Annual return | 13.50% | 26.89%-13.4pp | 80.50%-67.0pp | 26.06%-12.6pp |
| Employer contribution / active EE | $5,682 | $3,371+68.5% | $4,624+22.9% | $2,596+118.9% |
| Participant deferral / active EE | $3,718 | $6,525-43.0% | $8,004-53.5% | $4,274-13.0% |
| Admin fee / account holder | $13,798 | $8,287+66.5% | $14,398-4.2% | $7,775+77.5% |