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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 | $41,747 | $51,202-18.5% | $70,548-40.8% | $75,181-44.5% |
| Participation rate | 71.9% | 61.0%+11.0pp | 68.3%+3.6pp | 67.2%+4.7pp |
| Annual return | 13.45% | 30.05%-16.6pp | 32.78%-19.3pp | 160.69%-147.2pp |
| Employer contribution / active EE | $2,477 | $1,827+35.6% | $2,975-16.7% | $2,671-7.2% |
| Participant deferral / active EE | $4,280 | $2,850+50.2% | $4,567-6.3% | $4,126+3.7% |
| Admin fee / account holder | $2,362 | $4,094-42.3% | $6,424-63.2% | $5,650-58.2% |