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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 | $48,963 | $106,749-54.1% | $145,433-66.3% | $82,448-40.6% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 12.86% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,452 | $3,444+0.2% | $4,554-24.2% | $2,551+35.3% |
| Participant deferral / active EE | $6,937 | $6,519+6.4% | $7,897-12.2% | $4,139+67.6% |
| Admin fee / account holder | $713 | $8,390-91.5% | $13,129-94.6% | $7,234-90.1% |