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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 | $49,272 | $86,922-43.3% | $102,438-51.9% | $80,874-39.1% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+24.9pp |
| Annual return | 8.96% | 18.90%-9.9pp | 29.37%-20.4pp | 35.62%-26.7pp |
| Employer contribution / active EE | $2,778 | $2,369+17.2% | $3,024-8.1% | $2,756+0.8% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,835 | $8,050-77.2% | $9,448-80.6% | $6,935-73.5% |