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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 | $28,808 | $78,015-63.1% | $178,505-83.9% | $80,959-64.4% |
| Participation rate | 88.9% | 65.7%+23.2pp | 77.1%+11.8pp | 67.7%+21.2pp |
| Annual return | 7.66% | 18.10%-10.4pp | 27.16%-19.5pp | 35.67%-28.0pp |
| Employer contribution / active EE | $2,134 | $2,281-6.5% | $3,955-46.0% | $2,757-22.6% |
| Participant deferral / active EE | $4,732 | $4,406+7.4% | $6,280-24.7% | $4,300+10.0% |
| Admin fee / account holder | $7,254 | $7,160+1.3% | $10,428-30.4% | $6,925+4.7% |