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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 | $44,519 | $56,894-21.8% | $84,753-47.5% | $62,881-29.2% |
| Participation rate | 75.8% | 68.5%+7.2pp | 76.6%-0.8pp | 69.3%+6.5pp |
| Annual return | 3.50% | 6.30%-2.8pp | 22.78%-19.3pp | 20.14%-16.6pp |
| Employer contribution / active EE | $7,340 | $2,400+205.9% | $3,574+105.4% | $2,281+221.8% |
| Participant deferral / active EE | $1,466 | $2,709-45.9% | $3,712-60.5% | $3,203-54.2% |
| Admin fee / account holder | $11,055 | $3,581+208.7% | $5,333+107.3% | $4,296+157.3% |