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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 | $86,938-43.3% | $102,423-51.9% | $80,925-39.1% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.7%+24.9pp |
| Annual return | 8.96% | 18.89%-9.9pp | 29.42%-20.5pp | 35.65%-26.7pp |
| Employer contribution / active EE | $2,778 | $2,369+17.2% | $3,023-8.1% | $2,756+0.8% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,835 | $8,053-77.2% | $9,455-80.6% | $6,940-73.6% |