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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 | $106,524-56.8% | $152,301-69.8% | $87,485-47.4% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.4%+15.6pp | 68.9%+29.1pp |
| Annual return | 9.77% | 26.89%-17.1pp | 80.50%-70.7pp | 26.06%-16.3pp |
| Employer contribution / active EE | $3,068 | $3,371-9.0% | $4,624-33.7% | $2,596+18.2% |
| Participant deferral / active EE | $6,588 | $6,525+1.0% | $8,004-17.7% | $4,274+54.2% |
| Admin fee / account holder | $1,508 | $8,287-81.8% | $14,398-89.5% | $7,775-80.6% |