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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 | $46,131 | $78,428-41.2% | $95,960-51.9% | $79,852-42.2% |
| Participation rate | 92.4% | 73.5%+18.9pp | 77.1%+15.3pp | 69.6%+22.8pp |
| Annual return | 9.15% | 19.37%-10.2pp | 91.63%-82.5pp | 31.72%-22.6pp |
| Employer contribution / active EE | $2,030 | $1,945+4.3% | $2,541-20.1% | $2,471-17.9% |
| Participant deferral / active EE | $3,219 | $3,440-6.4% | $4,167-22.7% | $3,740-13.9% |
| Admin fee / account holder | $2,077 | $5,622-63.1% | $6,797-69.4% | $5,306-60.9% |