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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 | $46,005 | $106,749-56.9% | $145,433-68.4% | $82,448-44.2% |
| Participation rate | 98.0% | 75.6%+22.4pp | 82.1%+15.9pp | 68.1%+30.0pp |
| Annual return | 9.77% | 27.59%-17.8pp | 66.58%-56.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $3,068 | $3,444-10.9% | $4,554-32.6% | $2,551+20.3% |
| Participant deferral / active EE | $6,588 | $6,519+1.1% | $7,897-16.6% | $4,139+59.2% |
| Admin fee / account holder | $1,508 | $8,390-82.0% | $13,129-88.5% | $7,234-79.2% |