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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 | $47,139 | $51,638-8.7% | $68,368-31.1% | $82,448-42.8% |
| Participation rate | 74.0% | 63.6%+10.4pp | 73.8%+0.2pp | 68.1%+5.9pp |
| Annual return | 11.53% | 37.53%-26.0pp | 292.57%-281.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,846 | $2,047-9.8% | $2,649-30.3% | $2,551-27.7% |
| Participant deferral / active EE | $2,999 | $2,914+2.9% | $4,123-27.3% | $4,139-27.5% |
| Admin fee / account holder | $3,652 | $4,643-21.3% | $5,150-29.1% | $7,234-49.5% |