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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 | $43,526 | $81,504-46.6% | $102,437-57.5% | $80,959-46.2% |
| Participation rate | 96.2% | 66.9%+29.3pp | 74.5%+21.6pp | 67.7%+28.5pp |
| Annual return | 10.31% | 25.60%-15.3pp | 24.95%-14.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $3,173 | $3,104+2.2% | $3,871-18.0% | $2,757+15.1% |
| Participant deferral / active EE | $4,966 | $3,871+28.3% | $5,060-1.8% | $4,300+15.5% |
| Admin fee / account holder | $2,543 | $6,719-62.2% | $8,388-69.7% | $6,925-63.3% |