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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 | $32,939 | $57,506-42.7% | $67,221-51.0% | $79,852-58.7% |
| Participation rate | 92.7% | 74.3%+18.4pp | 79.4%+13.3pp | 69.6%+23.0pp |
| Annual return | 2.68% | 18.46%-15.8pp | 20.72%-18.0pp | 31.72%-29.0pp |
| Employer contribution / active EE | $1,996 | $2,961-32.6% | $3,723-46.4% | $2,471-19.2% |
| Participant deferral / active EE | $2,084 | $3,508-40.6% | $4,384-52.5% | $3,740-44.3% |
| Admin fee / account holder | $1,985 | $4,029-50.7% | $5,844-66.0% | $5,306-62.6% |