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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 | $38,404 | $86,919-55.8% | $102,457-62.5% | $80,911-52.5% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 7.71% | 18.90%-11.2pp | 29.41%-21.7pp | 35.63%-27.9pp |
| Employer contribution / active EE | $1,299 | $2,368-45.2% | $3,022-57.0% | $2,756-52.9% |
| Participant deferral / active EE | $3,290 | $4,119-20.1% | $5,054-34.9% | $4,297-23.4% |
| Admin fee / account holder | $5,192 | $8,049-35.5% | $9,451-45.1% | $6,935-25.1% |