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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 | $46,998 | $72,486-35.2% | $87,103-46.0% | $72,976-35.6% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 15.03% | 24.46%-9.4pp | 28.19%-13.2pp | 81.02%-66.0pp |
| Employer contribution / active EE | $1,647 | $1,894-13.0% | $2,521-34.7% | $2,440-32.5% |
| Participant deferral / active EE | $4,918 | $3,270+50.4% | $4,049+21.5% | $3,608+36.3% |
| Admin fee / account holder | $609 | $5,055-88.0% | $7,491-91.9% | $5,124-88.1% |