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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 | $38,117 | $58,627-35.0% | $76,735-50.3% | $82,448-53.8% |
| Participation rate | 94.6% | 63.2%+31.4pp | 69.5%+25.1pp | 68.1%+26.5pp |
| Annual return | 12.67% | 39.10%-26.4pp | 29.77%-17.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,048 | $1,729+18.5% | $2,454-16.5% | $2,551-19.7% |
| Participant deferral / active EE | $5,214 | $3,134+66.4% | $4,088+27.5% | $4,139+26.0% |
| Admin fee / account holder | $1,732 | $5,323-67.5% | $7,189-75.9% | $7,234-76.1% |