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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 | $52,976 | $63,809-17.0% | $81,353-34.9% | $80,935-34.5% |
| Participation rate | 82.2% | 63.9%+18.3pp | 69.5%+12.7pp | 67.7%+14.6pp |
| Annual return | 4.61% | 16.37%-11.8pp | 24.82%-20.2pp | 35.66%-31.1pp |
| Employer contribution / active EE | $1,199 | $1,981-39.5% | $2,464-51.3% | $2,757-56.5% |
| Participant deferral / active EE | $4,823 | $3,093+55.9% | $3,885+24.2% | $4,299+12.2% |
| Admin fee / account holder | $2,595 | $5,686-54.4% | $5,766-55.0% | $6,924-62.5% |