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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 | $44,439 | $81,487-45.5% | $102,412-56.6% | $80,935-45.1% |
| Participation rate | 85.5% | 66.8%+18.6pp | 74.5%+11.0pp | 67.7%+17.8pp |
| Annual return | 6.87% | 25.60%-18.7pp | 24.94%-18.1pp | 35.66%-28.8pp |
| Employer contribution / active EE | $4,406 | $3,103+42.0% | $3,870+13.8% | $2,757+59.8% |
| Participant deferral / active EE | $2,691 | $3,871-30.5% | $5,060-46.8% | $4,299-37.4% |
| Admin fee / account holder | $8,890 | $6,717+32.3% | $8,388+6.0% | $6,924+28.4% |