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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 | $59,440-25.8% | $78,004-43.5% | $82,637-46.6% |
| Participation rate | 96.4% | 62.8%+33.6pp | 69.4%+27.0pp | 68.1%+28.4pp |
| Annual return | 10.43% | 40.24%-29.8pp | 31.07%-20.6pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,681 | $1,750-4.0% | $2,469-31.9% | $2,552-34.1% |
| Participant deferral / active EE | $5,411 | $3,138+72.4% | $4,092+32.2% | $4,126+31.1% |
| Admin fee / account holder | $1,430 | $5,504-74.0% | $7,578-81.1% | $7,339-80.5% |