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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 | $42,745 | $87,834-51.3% | $133,975-68.1% | $62,881-32.0% |
| Participation rate | 96.0% | 83.4%+12.6pp | 87.1%+8.9pp | 69.3%+26.7pp |
| Annual return | 4.93% | 12.05%-7.1pp | 29.29%-24.4pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,818 | $3,482-47.8% | $5,211-65.1% | $2,281-20.3% |
| Participant deferral / active EE | $3,769 | $4,812-21.7% | $6,282-40.0% | $3,203+17.7% |
| Admin fee / account holder | $7,391 | $5,372+37.6% | $9,324-20.7% | $4,296+72.1% |