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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 | $31,913 | $75,058-57.5% | $152,301-79.0% | $64,340-50.4% |
| Participation rate | 81.0% | 60.9%+20.1pp | 82.4%-1.5pp | 55.2%+25.7pp |
| Annual return | 11.98% | 29.93%-17.9pp | 80.50%-68.5pp | 24.14%-12.2pp |
| Employer contribution / active EE | $2,282 | $2,605-12.4% | $4,624-50.7% | $1,862+22.6% |
| Participant deferral / active EE | $3,392 | $5,041-32.7% | $8,004-57.6% | $2,980+13.8% |
| Admin fee / account holder | $3,818 | $4,050-5.7% | $14,398-73.5% | $3,703+3.1% |