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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 | $52,409 | $58,627-10.6% | $76,735-31.7% | $82,448-36.4% |
| Participation rate | 78.1% | 63.2%+14.9pp | 69.5%+8.6pp | 68.1%+10.1pp |
| Annual return | 12.96% | 39.10%-26.1pp | 29.77%-16.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,832 | $1,729+6.0% | $2,454-25.3% | $2,551-28.2% |
| Participant deferral / active EE | $2,880 | $3,134-8.1% | $4,088-29.6% | $4,139-30.4% |
| Admin fee / account holder | $1,523 | $5,323-71.4% | $7,189-78.8% | $7,234-78.9% |