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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 | $100,194-52.9% | $122,979-61.6% | $86,983-45.7% |
| Participation rate | 86.7% | 73.0%+13.7pp | 77.2%+9.5pp | 69.5%+17.1pp |
| Annual return | 7.26% | 16.47%-9.2pp | 20.12%-12.9pp | 25.83%-18.6pp |
| Employer contribution / active EE | $2,579 | $2,326+10.9% | $3,062-15.8% | $2,584-0.2% |
| Participant deferral / active EE | $5,104 | $4,133+23.5% | $5,003+2.0% | $4,194+21.7% |
| Admin fee / account holder | $4,462 | $10,148-56.0% | $12,864-65.3% | $7,856-43.2% |