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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 | $59,001 | $57,590+2.4% | $86,233-31.6% | $82,448-28.4% |
| Participation rate | 79.6% | 57.9%+21.7pp | 69.0%+10.6pp | 68.1%+11.5pp |
| Annual return | 12.90% | 22.41%-9.5pp | 61.39%-48.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,314 | $1,655+39.8% | $2,504-7.6% | $2,551-9.3% |
| Participant deferral / active EE | $2,773 | $3,080-10.0% | $4,559-39.2% | $4,139-33.0% |
| Admin fee / account holder | $1,375 | $4,730-70.9% | $8,342-83.5% | $7,234-81.0% |