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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 | $24,746 | $58,627-57.8% | $76,735-67.8% | $82,448-70.0% |
| Participation rate | 84.4% | 63.2%+21.2pp | 69.5%+14.9pp | 68.1%+16.4pp |
| Annual return | 5.05% | 39.10%-34.0pp | 29.77%-24.7pp | 41.64%-36.6pp |
| Employer contribution / active EE | $3,201 | $1,729+85.1% | $2,454+30.4% | $2,551+25.5% |
| Participant deferral / active EE | $4,976 | $3,134+58.8% | $4,088+21.7% | $4,139+20.2% |
| Admin fee / account holder | $7,006 | $5,323+31.6% | $7,189-2.6% | $7,234-3.2% |