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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 | $31,414 | $73,787-57.4% | $98,716-68.2% | $82,448-61.9% |
| Participation rate | 83.0% | 61.4%+21.6pp | 69.3%+13.7pp | 68.1%+14.9pp |
| Annual return | 11.92% | 18.57%-6.6pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,031 | $1,511+34.4% | $2,279-10.9% | $2,551-20.4% |
| Participant deferral / active EE | $3,864 | $3,081+25.4% | $4,048-4.5% | $4,139-6.7% |
| Admin fee / account holder | $1,745 | $6,500-73.2% | $8,703-79.9% | $7,234-75.9% |