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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 | $43,709 | $59,440-26.5% | $78,004-44.0% | $82,637-47.1% |
| Participation rate | 86.2% | 62.8%+23.4pp | 69.4%+16.8pp | 68.1%+18.2pp |
| Annual return | 10.02% | 40.24%-30.2pp | 31.07%-21.1pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,612 | $1,750-7.9% | $2,469-34.7% | $2,552-36.9% |
| Participant deferral / active EE | $2,893 | $3,138-7.8% | $4,092-29.3% | $4,126-29.9% |
| Admin fee / account holder | $6,194 | $5,504+12.5% | $7,578-18.3% | $7,339-15.6% |