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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 | $35,586 | $77,896-54.3% | $134,172-73.5% | $82,448-56.8% |
| Participation rate | 80.5% | 62.8%+17.7pp | 72.5%+8.0pp | 68.1%+12.4pp |
| Annual return | 10.85% | 18.21%-7.4pp | 25.30%-14.5pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,591 | $2,159-26.3% | $3,420-53.5% | $2,551-37.6% |
| Participant deferral / active EE | $3,846 | $3,162+21.6% | $4,690-18.0% | $4,139-7.1% |
| Admin fee / account holder | $1,969 | $6,336-68.9% | $12,016-83.6% | $7,234-72.8% |