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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 | $35,531 | $39,132-9.2% | $57,196-37.9% | $62,881-43.5% |
| Participation rate | 95.3% | 70.5%+24.9pp | 75.3%+20.0pp | 69.3%+26.0pp |
| Annual return | -0.87% | 9.24%-10.1pp | 14.59%-15.5pp | 20.14%-21.0pp |
| Employer contribution / active EE | $1,835 | $1,874-2.1% | $2,683-31.6% | $2,281-19.5% |
| Participant deferral / active EE | $3,971 | $2,374+67.3% | $3,096+28.3% | $3,203+24.0% |
| Admin fee / account holder | $3,472 | $2,594+33.8% | $3,141+10.5% | $4,296-19.2% |