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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 | $20,997 | $55,713-62.3% | $75,894-72.3% | $72,983-71.2% |
| Participation rate | 90.8% | 61.1%+29.6pp | 69.3%+21.5pp | 69.5%+21.3pp |
| Annual return | 7.82% | 27.60%-19.8pp | 30.76%-22.9pp | 81.01%-73.2pp |
| Employer contribution / active EE | $1,973 | $1,687+17.0% | $2,501-21.1% | $2,440-19.1% |
| Participant deferral / active EE | $2,669 | $2,634+1.3% | $3,603-25.9% | $3,608-26.0% |
| Admin fee / account holder | $3,142 | $3,980-21.1% | $5,420-42.0% | $5,124-38.7% |