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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 | $38,018 | $64,920-41.4% | $103,693-63.3% | $86,983-56.3% |
| Participation rate | 97.9% | 63.6%+34.3pp | 72.6%+25.2pp | 69.5%+28.3pp |
| Annual return | 10.35% | 30.29%-19.9pp | 47.61%-37.3pp | 25.83%-15.5pp |
| Employer contribution / active EE | $1,971 | $2,141-8.0% | $2,920-32.5% | $2,584-23.7% |
| Participant deferral / active EE | $2,764 | $3,241-14.7% | $4,579-39.6% | $4,194-34.1% |
| Admin fee / account holder | $1,393 | $6,191-77.5% | $7,858-82.3% | $7,856-82.3% |