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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 | $42,754 | $114,712-62.7% | $173,730-75.4% | $87,485-51.1% |
| Participation rate | 96.8% | 73.0%+23.8pp | 79.6%+17.2pp | 68.9%+27.8pp |
| Annual return | 8.08% | 20.18%-12.1pp | 19.96%-11.9pp | 26.06%-18.0pp |
| Employer contribution / active EE | $2,633 | $2,904-9.3% | $4,577-42.5% | $2,596+1.4% |
| Participant deferral / active EE | $2,959 | $4,642-36.2% | $6,326-53.2% | $4,274-30.8% |
| Admin fee / account holder | $5,592 | $10,210-45.2% | $17,523-68.1% | $7,775-28.1% |