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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 | $27,401 | $86,050-68.2% | $189,758-85.6% | $94,015-70.9% |
| Participation rate | 96.2% | 68.9%+27.3pp | 79.8%+16.4pp | 70.8%+25.4pp |
| Annual return | 10.04% | 17.77%-7.7pp | 52.62%-42.6pp | 17.84%-7.8pp |
| Employer contribution / active EE | $1,858 | $2,819-34.1% | $4,767-61.0% | $2,790-33.4% |
| Participant deferral / active EE | $2,147 | $3,349-35.9% | $5,856-63.3% | $4,249-49.5% |
| Admin fee / account holder | $4,801 | $6,627-27.5% | $20,388-76.5% | $8,951-46.4% |