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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 | $45,040 | $81,262-44.6% | $155,602-71.1% | $80,911-44.3% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 10.57% | 33.34%-22.8pp | 64.81%-54.2pp | 35.63%-25.1pp |
| Employer contribution / active EE | $2,227 | $3,102-28.2% | $4,675-52.4% | $2,756-19.2% |
| Participant deferral / active EE | $4,311 | $3,451+24.9% | $5,629-23.4% | $4,297+0.3% |
| Admin fee / account holder | $842 | $7,992-89.5% | $15,923-94.7% | $6,935-87.9% |