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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 | $47,248 | $84,953-44.4% | $163,379-71.1% | $82,637-42.8% |
| Participation rate | 92.9% | 65.9%+26.9pp | 76.8%+16.0pp | 68.1%+24.8pp |
| Annual return | 10.60% | 23.07%-12.5pp | 63.41%-52.8pp | 53.51%-42.9pp |
| Employer contribution / active EE | $3,315 | $2,183+51.9% | $3,752-11.6% | $2,552+29.9% |
| Participant deferral / active EE | $4,100 | $4,326-5.2% | $6,282-34.7% | $4,126-0.6% |
| Admin fee / account holder | $3,500 | $7,921-55.8% | $9,818-64.3% | $7,339-52.3% |