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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 | $34,035 | $57,590-40.9% | $86,233-60.5% | $82,448-58.7% |
| Participation rate | 98.1% | 57.9%+40.2pp | 69.0%+29.1pp | 68.1%+30.0pp |
| Annual return | 13.33% | 22.41%-9.1pp | 61.39%-48.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,543 | $1,655-6.8% | $2,504-38.4% | $2,551-39.5% |
| Participant deferral / active EE | $2,573 | $3,080-16.5% | $4,559-43.6% | $4,139-37.8% |
| Admin fee / account holder | $5,591 | $4,730+18.2% | $8,342-33.0% | $7,234-22.7% |