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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 | $81,403-56.3% | $147,027-75.8% | $87,485-59.3% |
| Participation rate | 80.5% | 63.4%+17.1pp | 73.7%+6.7pp | 68.9%+11.6pp |
| Annual return | 10.85% | 16.51%-5.7pp | 20.23%-9.4pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,591 | $2,205-27.9% | $3,626-56.1% | $2,596-38.7% |
| Participant deferral / active EE | $3,846 | $3,315+16.0% | $4,933-22.0% | $4,274-10.0% |
| Admin fee / account holder | $1,969 | $6,755-70.9% | $12,223-83.9% | $7,775-74.7% |