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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 | $52,895 | $45,050+17.4% | $63,018-16.1% | $70,126-24.6% |
| Participation rate | 91.9% | 69.5%+22.4pp | 74.8%+17.1pp | 69.5%+22.4pp |
| Annual return | 8.42% | 18.76%-10.3pp | 87.62%-79.2pp | 73.15%-64.7pp |
| Employer contribution / active EE | $1,012 | $2,052-50.7% | $2,761-63.4% | $2,343-56.8% |
| Participant deferral / active EE | $2,982 | $2,466+21.0% | $3,330-10.4% | $3,332-10.5% |
| Admin fee / account holder | $2,474 | $2,834-12.7% | $3,601-31.3% | $4,645-46.7% |