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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 | $55,657 | $83,485-33.3% | $125,192-55.5% | $72,975-23.7% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.5%+26.5pp |
| Annual return | 4.32% | 25.77%-21.4pp | 43.79%-39.5pp | 81.01%-76.7pp |
| Employer contribution / active EE | $1,672 | $2,346-28.7% | $3,866-56.7% | $2,440-31.5% |
| Participant deferral / active EE | $3,035 | $3,586-15.4% | $4,937-38.5% | $3,608-15.9% |
| Admin fee / account holder | $2,812 | $5,518-49.0% | $9,704-71.0% | $5,124-45.1% |