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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 | $51,862 | $77,574-33.1% | $108,753-52.3% | $86,983-40.4% |
| Participation rate | 93.1% | 62.3%+30.8pp | 71.1%+22.0pp | 69.5%+23.6pp |
| Annual return | 8.63% | 18.42%-9.8pp | 37.47%-28.8pp | 25.83%-17.2pp |
| Employer contribution / active EE | $525 | $1,611-67.4% | $2,427-78.4% | $2,584-79.7% |
| Participant deferral / active EE | $3,152 | $3,128+0.8% | $4,115-23.4% | $4,194-24.8% |
| Admin fee / account holder | $4,416 | $6,529-32.4% | $10,320-57.2% | $7,856-43.8% |