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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 | $20,380 | $78,520-74.0% | $96,576-78.9% | $82,448-75.3% |
| Participation rate | 97.9% | 77.7%+20.1pp | 81.4%+16.4pp | 68.1%+29.8pp |
| Annual return | 11.20% | 41.30%-30.1pp | 38.47%-27.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $3,909 | $2,630+48.7% | $3,553+10.0% | $2,551+53.2% |
| Participant deferral / active EE | $4,624 | $6,754-31.5% | $7,956-41.9% | $4,139+11.7% |
| Admin fee / account holder | $1,571 | $13,455-88.3% | $11,381-86.2% | $7,234-78.3% |