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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 | $115,931-63.1% | $185,441-76.9% | $86,983-50.8% |
| Participation rate | 96.8% | 73.6%+23.1pp | 80.3%+16.5pp | 69.5%+27.2pp |
| Annual return | 8.08% | 21.47%-13.4pp | 20.16%-12.1pp | 25.83%-17.8pp |
| Employer contribution / active EE | $2,633 | $2,937-10.3% | $4,672-43.6% | $2,584+1.9% |
| Participant deferral / active EE | $2,959 | $4,551-35.0% | $6,152-51.9% | $4,194-29.4% |
| Admin fee / account holder | $5,592 | $10,687-47.7% | $17,890-68.7% | $7,856-28.8% |