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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 | $40,094 | $65,367-38.7% | $92,915-56.8% | $72,976-45.1% |
| Participation rate | 97.1% | 68.3%+28.8pp | 76.0%+21.1pp | 69.5%+27.7pp |
| Annual return | 15.99% | 42.11%-26.1pp | 109.45%-93.5pp | 81.02%-65.0pp |
| Employer contribution / active EE | $2,782 | $2,594+7.2% | $3,653-23.9% | $2,440+14.0% |
| Participant deferral / active EE | $3,446 | $3,128+10.2% | $4,238-18.7% | $3,608-4.5% |
| Admin fee / account holder | $1,338 | $4,251-68.5% | $5,796-76.9% | $5,124-73.9% |