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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 | $35,120 | $58,493-40.0% | $84,023-58.2% | $72,976-51.9% |
| Participation rate | 96.4% | 61.2%+35.2pp | 69.0%+27.4pp | 69.5%+26.9pp |
| Annual return | 5.11% | 28.93%-23.8pp | 71.32%-66.2pp | 81.02%-75.9pp |
| Employer contribution / active EE | $1,424 | $1,163+22.5% | $1,984-28.2% | $2,440-41.6% |
| Participant deferral / active EE | $2,823 | $2,394+17.9% | $3,239-12.9% | $3,608-21.8% |
| Admin fee / account holder | $2,443 | $4,569-46.5% | $6,102-60.0% | $5,124-52.3% |