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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 | $78,690-30.6% | $161,489-66.2% | $87,485-37.6% |
| Participation rate | 93.3% | 67.5%+25.9pp | 78.7%+14.6pp | 68.9%+24.4pp |
| Annual return | 9.93% | 32.74%-22.8pp | 89.72%-79.8pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,179 | $2,588-54.5% | $4,268-72.4% | $2,596-54.6% |
| Participant deferral / active EE | $2,612 | $3,311-21.1% | $5,630-53.6% | $4,274-38.9% |
| Admin fee / account holder | $5,530 | $6,724-17.8% | $16,006-65.5% | $7,775-28.9% |