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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 | $58,848+0.3% | $88,179-33.1% | $82,637-28.6% |
| Participation rate | 79.6% | 57.9%+21.7pp | 69.1%+10.5pp | 68.1%+11.5pp |
| Annual return | 12.90% | 22.76%-9.9pp | 64.97%-52.1pp | 53.51%-40.6pp |
| Employer contribution / active EE | $2,314 | $1,678+37.9% | $2,549-9.2% | $2,552-9.3% |
| Participant deferral / active EE | $2,773 | $3,124-11.2% | $4,614-39.9% | $4,126-32.8% |
| Admin fee / account holder | $1,375 | $4,795-71.3% | $7,673-82.1% | $7,339-81.3% |