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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 | $30,088 | $78,027-61.4% | $178,528-83.1% | $80,925-62.8% |
| Participation rate | 81.9% | 65.7%+16.3pp | 77.1%+4.8pp | 67.7%+14.3pp |
| Annual return | 9.39% | 18.09%-8.7pp | 27.11%-17.7pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,534 | $2,281-32.7% | $3,950-61.2% | $2,756-44.3% |
| Participant deferral / active EE | $3,100 | $4,408-29.7% | $6,278-50.6% | $4,299-27.9% |
| Admin fee / account holder | $7,132 | $7,168-0.5% | $10,419-31.6% | $6,940+2.8% |