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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 | $52,155 | $59,839-12.8% | $81,991-36.4% | $79,852-34.7% |
| Participation rate | 98.5% | 61.6%+36.9pp | 69.3%+29.3pp | 69.6%+28.9pp |
| Annual return | 7.71% | 17.56%-9.8pp | 41.31%-33.6pp | 31.72%-24.0pp |
| Employer contribution / active EE | $1,525 | $1,713-11.0% | $2,498-39.0% | $2,471-38.3% |
| Participant deferral / active EE | $3,338 | $2,695+23.8% | $3,722-10.3% | $3,740-10.8% |
| Admin fee / account holder | $1,082 | $4,287-74.8% | $5,665-80.9% | $5,306-79.6% |