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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 | $56,363 | $97,765-42.3% | $103,486-45.5% | $145,884-61.4% |
| Participation rate | 93.8% | 81.1%+12.6pp | 80.5%+13.2pp | 80.3%+13.4pp |
| Annual return | 7.26% | 25.44%-18.2pp | 23.93%-16.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,886 | $4,687-59.8% | $4,679-59.7% | $4,662-59.5% |
| Participant deferral / active EE | $3,678 | $6,606-44.3% | $6,628-44.5% | $6,690-45.0% |
| Admin fee / account holder | $6,360 | $12,505-49.1% | $9,354-32.0% | $13,392-52.5% |