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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 | $40,717 | $95,453-57.3% | $112,040-63.7% | $82,448-50.6% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.5%+5.0pp | 68.1%+13.4pp |
| Annual return | 6.14% | 23.92%-17.8pp | 24.52%-18.4pp | 41.64%-35.5pp |
| Employer contribution / active EE | $2,059 | $2,318-11.1% | $2,954-30.3% | $2,551-19.3% |
| Participant deferral / active EE | $4,194 | $4,224-0.7% | $5,098-17.7% | $4,139+1.3% |
| Admin fee / account holder | $808 | $9,013-91.0% | $12,098-93.3% | $7,234-88.8% |