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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 | $36,731 | $81,457-54.9% | $103,378-64.5% | $80,911-54.6% |
| Participation rate | 92.7% | 66.8%+25.8pp | 74.5%+18.2pp | 67.6%+25.0pp |
| Annual return | 10.33% | 25.58%-15.2pp | 24.91%-14.6pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,668 | $3,107-46.3% | $3,870-56.9% | $2,756-39.5% |
| Participant deferral / active EE | $5,246 | $3,871+35.5% | $5,058+3.7% | $4,297+22.1% |
| Admin fee / account holder | $5,779 | $6,717-14.0% | $8,401-31.2% | $6,935-16.7% |