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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 | $54,629 | $77,814-29.8% | $158,223-65.5% | $86,983-37.2% |
| Participation rate | 93.3% | 68.4%+24.9pp | 79.2%+14.1pp | 69.5%+23.8pp |
| Annual return | 9.93% | 30.54%-20.6pp | 52.09%-42.2pp | 25.83%-15.9pp |
| Employer contribution / active EE | $1,179 | $2,592-54.5% | $4,109-71.3% | $2,584-54.4% |
| Participant deferral / active EE | $2,612 | $3,270-20.1% | $5,467-52.2% | $4,194-37.7% |
| Admin fee / account holder | $5,530 | $5,879-5.9% | $16,047-65.5% | $7,856-29.6% |