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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 | $36,095 | $57,828-37.6% | $117,039-69.2% | $70,126-48.5% |
| Participation rate | 87.5% | 67.1%+20.4pp | 77.2%+10.3pp | 69.5%+18.0pp |
| Annual return | 11.54% | 17.55%-6.0pp | 18.95%-7.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,355 | $1,816-25.4% | $3,785-64.2% | $2,343-42.1% |
| Participant deferral / active EE | $2,270 | $2,438-6.9% | $3,929-42.2% | $3,332-31.9% |
| Admin fee / account holder | $793 | $3,548-77.6% | $5,974-86.7% | $4,645-82.9% |