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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 | $36,845 | $72,273-49.0% | $101,275-63.6% | $79,856-53.9% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.6pp |
| Annual return | 9.82% | 22.30%-12.5pp | 46.48%-36.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,390 | $2,691-48.4% | $3,660-62.0% | $2,471-43.8% |
| Participant deferral / active EE | $3,576 | $3,282+9.0% | $4,371-18.2% | $3,741-4.4% |
| Admin fee / account holder | $2,168 | $4,401-50.8% | $5,948-63.6% | $5,306-59.2% |