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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 | $47,215 | $95,404-50.5% | $113,397-58.4% | $82,637-42.9% |
| Participation rate | 86.7% | 72.8%+13.8pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 7.26% | 19.08%-11.8pp | 23.20%-15.9pp | 53.51%-46.2pp |
| Employer contribution / active EE | $2,579 | $2,307+11.8% | $2,977-13.4% | $2,552+1.1% |
| Participant deferral / active EE | $5,104 | $4,220+21.0% | $5,076+0.5% | $4,126+23.7% |
| Admin fee / account holder | $4,462 | $9,168-51.3% | $11,957-62.7% | $7,339-39.2% |