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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 | $53,001 | $76,834-31.0% | $108,359-51.1% | $87,485-39.4% |
| Participation rate | 79.3% | 61.7%+17.6pp | 70.1%+9.2pp | 68.9%+10.4pp |
| Annual return | 11.47% | 19.09%-7.6pp | 36.89%-25.4pp | 26.06%-14.6pp |
| Employer contribution / active EE | $1,117 | $1,556-28.2% | $2,399-53.4% | $2,596-57.0% |
| Participant deferral / active EE | $2,915 | $3,100-6.0% | $4,137-29.5% | $4,274-31.8% |
| Admin fee / account holder | $3,291 | $6,537-49.7% | $9,741-66.2% | $7,775-57.7% |