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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 | $64,462-17.8% | $81,482-35.0% | $80,911-34.5% |
| Participation rate | 82.2% | 63.9%+18.3pp | 69.5%+12.7pp | 67.6%+14.6pp |
| Annual return | 4.61% | 16.35%-11.7pp | 24.79%-20.2pp | 35.63%-31.0pp |
| Employer contribution / active EE | $1,199 | $1,979-39.4% | $2,463-51.3% | $2,756-56.5% |
| Participant deferral / active EE | $4,823 | $3,094+55.9% | $3,885+24.1% | $4,297+12.2% |
| Admin fee / account holder | $2,595 | $5,678-54.3% | $5,761-55.0% | $6,935-62.6% |