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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 | $42,324 | $76,407-44.6% | $150,298-71.8% | $82,448-48.7% |
| Participation rate | 96.8% | 66.4%+30.4pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 12.34% | 39.99%-27.7pp | 62.79%-50.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,808 | $2,614-30.8% | $4,154-56.5% | $2,551-29.1% |
| Participant deferral / active EE | $3,752 | $3,214+16.7% | $5,453-31.2% | $4,139-9.4% |
| Admin fee / account holder | $4,879 | $6,352-23.2% | $14,116-65.4% | $7,234-32.6% |