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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 | $62,452 | $72,486-13.8% | $87,103-28.3% | $72,976-14.4% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | 2.79% | 24.46%-21.7pp | 28.19%-25.4pp | 81.02%-78.2pp |
| Employer contribution / active EE | $1,680 | $1,894-11.3% | $2,521-33.4% | $2,440-31.2% |
| Participant deferral / active EE | $2,931 | $3,270-10.4% | $4,049-27.6% | $3,608-18.8% |
| Admin fee / account holder | $4,380 | $5,055-13.3% | $7,491-41.5% | $5,124-14.5% |