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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 | $50,780 | $46,877+8.3% | $122,342-58.5% | $70,131-27.6% |
| Participation rate | 90.6% | 58.2%+32.4pp | 71.6%+19.0pp | 69.5%+21.1pp |
| Annual return | 8.79% | 24.22%-15.4pp | 30.28%-21.5pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,044 | $1,288-18.9% | $4,051-74.2% | $2,342-55.4% |
| Participant deferral / active EE | $2,884 | $2,167+33.1% | $3,287-12.3% | $3,332-13.4% |
| Admin fee / account holder | $2,717 | $3,324-18.2% | $5,478-50.4% | $4,645-41.5% |