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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 | $42,580 | $57,590-26.1% | $86,233-50.6% | $82,448-48.4% |
| Participation rate | 95.5% | 57.9%+37.6pp | 69.0%+26.4pp | 68.1%+27.4pp |
| Annual return | 12.81% | 22.41%-9.6pp | 61.39%-48.6pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,183 | $1,655+92.3% | $2,504+27.1% | $2,551+24.8% |
| Participant deferral / active EE | $5,103 | $3,080+65.7% | $4,559+11.9% | $4,139+23.3% |
| Admin fee / account holder | $2,593 | $4,730-45.2% | $8,342-68.9% | $7,234-64.2% |