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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 | $43,420 | $55,684-22.0% | $75,900-42.8% | $72,976-40.5% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.3%+28.7pp | 69.5%+28.5pp |
| Annual return | 4.18% | 27.60%-23.4pp | 30.73%-26.6pp | 81.02%-76.8pp |
| Employer contribution / active EE | $2,143 | $1,687+27.0% | $2,501-14.3% | $2,440-12.2% |
| Participant deferral / active EE | $2,845 | $2,634+8.0% | $3,604-21.1% | $3,608-21.1% |
| Admin fee / account holder | $1,934 | $3,981-51.4% | $5,421-64.3% | $5,124-62.3% |