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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 | $75,541-44.0% | $152,093-72.2% | $82,637-48.8% |
| Participation rate | 96.8% | 66.5%+30.2pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 12.34% | 32.56%-20.2pp | 66.36%-54.0pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,808 | $2,622-31.1% | $4,175-56.7% | $2,552-29.2% |
| Participant deferral / active EE | $3,752 | $3,206+17.0% | $5,451-31.2% | $4,126-9.1% |
| Admin fee / account holder | $4,879 | $6,405-23.8% | $14,497-66.3% | $7,339-33.5% |