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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 | $24,031 | $57,590-58.3% | $86,233-72.1% | $82,448-70.9% |
| Participation rate | 95.6% | 57.9%+37.7pp | 69.0%+26.5pp | 68.1%+27.5pp |
| Annual return | 13.01% | 22.41%-9.4pp | 61.39%-48.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,599 | $1,655-3.4% | $2,504-36.2% | $2,551-37.3% |
| Participant deferral / active EE | $3,777 | $3,080+22.6% | $4,559-17.2% | $4,139-8.7% |
| Admin fee / account holder | $1,118 | $4,730-76.4% | $8,342-86.6% | $7,234-84.5% |