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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 | $51,402 | $95,453-46.1% | $112,040-54.1% | $82,448-37.7% |
| Participation rate | 81.7% | 72.8%+8.9pp | 76.5%+5.2pp | 68.1%+13.6pp |
| Annual return | 11.46% | 23.92%-12.5pp | 24.52%-13.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,839 | $2,318-20.6% | $2,954-37.7% | $2,551-27.9% |
| Participant deferral / active EE | $2,598 | $4,224-38.5% | $5,098-49.0% | $4,139-37.2% |
| Admin fee / account holder | $4,877 | $9,013-45.9% | $12,098-59.7% | $7,234-32.6% |