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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 | $73,787-28.2% | $98,716-46.3% | $82,448-35.7% |
| Participation rate | 79.3% | 61.4%+17.9pp | 69.3%+10.0pp | 68.1%+11.2pp |
| Annual return | 11.47% | 18.57%-7.1pp | 31.81%-20.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,117 | $1,511-26.1% | $2,279-51.0% | $2,551-56.2% |
| Participant deferral / active EE | $2,915 | $3,081-5.4% | $4,048-28.0% | $4,139-29.6% |
| Admin fee / account holder | $3,291 | $6,500-49.4% | $8,703-62.2% | $7,234-54.5% |