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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 | $33,162 | $82,882-60.0% | $127,803-74.1% | $72,976-54.6% |
| Participation rate | 97.0% | 71.5%+25.5pp | 79.0%+18.0pp | 69.5%+27.5pp |
| Annual return | 16.99% | 32.20%-15.2pp | 26.14%-9.2pp | 81.02%-64.0pp |
| Employer contribution / active EE | $1,980 | $3,346-40.8% | $4,576-56.7% | $2,440-18.9% |
| Participant deferral / active EE | $2,877 | $4,791-39.9% | $6,023-52.2% | $3,608-20.2% |
| Admin fee / account holder | $1,790 | $6,487-72.4% | $9,399-81.0% | $5,124-65.1% |