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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 | $52,334 | $73,955-29.2% | $96,520-45.8% | $75,181-30.4% |
| Participation rate | 84.6% | 66.4%+18.2pp | 74.3%+10.3pp | 67.2%+17.4pp |
| Annual return | 11.91% | 26.72%-14.8pp | 35.72%-23.8pp | 160.69%-148.8pp |
| Employer contribution / active EE | $2,651 | $2,930-9.5% | $3,739-29.1% | $2,671-0.7% |
| Participant deferral / active EE | $3,713 | $3,659+1.5% | $4,879-23.9% | $4,126-10.0% |
| Admin fee / account holder | $4,360 | $5,217-16.4% | $6,733-35.2% | $5,650-22.8% |