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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 | $34,964 | $106,524-67.2% | $152,301-77.0% | $87,485-60.0% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.4%+14.1pp | 68.9%+27.6pp |
| Annual return | 8.78% | 26.89%-18.1pp | 80.50%-71.7pp | 26.06%-17.3pp |
| Employer contribution / active EE | $3,143 | $3,371-6.8% | $4,624-32.0% | $2,596+21.1% |
| Participant deferral / active EE | $7,219 | $6,525+10.6% | $8,004-9.8% | $4,274+68.9% |
| Admin fee / account holder | $1,726 | $8,287-79.2% | $14,398-88.0% | $7,775-77.8% |