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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 | $44,108 | $72,471-39.1% | $94,215-53.2% | $86,983-49.3% |
| Participation rate | 96.4% | 63.9%+32.6pp | 70.0%+26.5pp | 69.5%+26.9pp |
| Annual return | 10.43% | 26.44%-16.0pp | 28.22%-17.8pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,681 | $1,936-13.2% | $2,675-37.2% | $2,584-35.0% |
| Participant deferral / active EE | $5,411 | $3,397+59.3% | $4,276+26.5% | $4,194+29.0% |
| Admin fee / account holder | $1,430 | $6,468-77.9% | $10,216-86.0% | $7,856-81.8% |