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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 | $48,672 | $51,222-5.0% | $70,544-31.0% | $75,173-35.3% |
| Participation rate | 95.5% | 61.0%+34.5pp | 68.4%+27.1pp | 67.2%+28.3pp |
| Annual return | 10.17% | 30.06%-19.9pp | 32.79%-22.6pp | 160.72%-150.6pp |
| Employer contribution / active EE | $2,512 | $1,827+37.5% | $2,976-15.6% | $2,671-6.0% |
| Participant deferral / active EE | $3,688 | $2,850+29.4% | $4,568-19.3% | $4,126-10.6% |
| Admin fee / account holder | $2,358 | $4,096-42.4% | $6,427-63.3% | $5,651-58.3% |