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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 | $48,374 | $56,894-15.0% | $84,753-42.9% | $62,881-23.1% |
| Participation rate | 88.2% | 68.5%+19.7pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 2.99% | 6.30%-3.3pp | 22.78%-19.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $7,842 | $2,400+226.8% | $3,574+119.4% | $2,281+243.8% |
| Participant deferral / active EE | $1,124 | $2,709-58.5% | $3,712-69.7% | $3,203-64.9% |
| Admin fee / account holder | $3,046 | $3,581-14.9% | $5,333-42.9% | $4,296-29.1% |