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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 | $45,438 | $69,590-34.7% | $136,867-66.8% | $94,015-51.7% |
| Participation rate | 92.0% | 66.3%+25.7pp | 74.5%+17.5pp | 70.8%+21.2pp |
| Annual return | 9.23% | 19.62%-10.4pp | 42.97%-33.7pp | 17.84%-8.6pp |
| Employer contribution / active EE | $2,056 | $2,396-14.2% | $3,547-42.0% | $2,790-26.3% |
| Participant deferral / active EE | $1,566 | $3,437-54.4% | $4,924-68.2% | $4,249-63.1% |
| Admin fee / account holder | $2,339 | $8,912-73.7% | $10,340-77.4% | $8,951-73.9% |