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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 | $76,407-28.5% | $150,298-63.7% | $82,448-33.7% |
| Participation rate | 93.3% | 66.4%+26.9pp | 77.8%+15.6pp | 68.1%+25.3pp |
| Annual return | 9.93% | 39.99%-30.1pp | 62.79%-52.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,179 | $2,614-54.9% | $4,154-71.6% | $2,551-53.8% |
| Participant deferral / active EE | $2,612 | $3,214-18.8% | $5,453-52.1% | $4,139-36.9% |
| Admin fee / account holder | $5,530 | $6,352-12.9% | $14,116-60.8% | $7,234-23.6% |