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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 | $42,982 | $54,541-21.2% | $78,778-45.4% | $70,131-38.7% |
| Participation rate | 94.9% | 60.8%+34.1pp | 69.2%+25.7pp | 69.5%+25.4pp |
| Annual return | 10.83% | 21.07%-10.2pp | 35.62%-24.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $848 | $1,089-22.1% | $1,986-57.3% | $2,342-63.8% |
| Participant deferral / active EE | $4,167 | $2,210+88.5% | $2,958+40.9% | $3,332+25.1% |
| Admin fee / account holder | $2,763 | $3,709-25.5% | $5,134-46.2% | $4,645-40.5% |