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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 | $43,880 | $74,535-41.1% | $100,712-56.4% | $82,637-46.9% |
| Participation rate | 80.6% | 61.2%+19.4pp | 69.3%+11.3pp | 68.1%+12.5pp |
| Annual return | 12.18% | 18.92%-6.7pp | 33.27%-21.1pp | 53.51%-41.3pp |
| Employer contribution / active EE | $1,362 | $1,503-9.3% | $2,313-41.1% | $2,552-46.6% |
| Participant deferral / active EE | $3,558 | $3,074+15.8% | $4,085-12.9% | $4,126-13.8% |
| Admin fee / account holder | $4,512 | $6,576-31.4% | $9,256-51.3% | $7,339-38.5% |