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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 | $106,524-54.0% | $152,301-67.9% | $87,485-44.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.4%+14.4pp | 68.9%+27.9pp |
| Annual return | 12.86% | 26.89%-14.0pp | 80.50%-67.6pp | 26.06%-13.2pp |
| Employer contribution / active EE | $3,452 | $3,371+2.4% | $4,624-25.3% | $2,596+33.0% |
| Participant deferral / active EE | $6,937 | $6,525+6.3% | $8,004-13.3% | $4,274+62.3% |
| Admin fee / account holder | $713 | $8,287-91.4% | $14,398-95.0% | $7,775-90.8% |