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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 | $38,540 | $106,749-63.9% | $145,433-73.5% | $82,448-53.3% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 7.95% | 27.59%-19.6pp | 66.58%-58.6pp | 41.64%-33.7pp |
| Employer contribution / active EE | $3,635 | $3,444+5.5% | $4,554-20.2% | $2,551+42.5% |
| Participant deferral / active EE | $8,309 | $6,519+27.5% | $7,897+5.2% | $4,139+100.7% |
| Admin fee / account holder | $7,465 | $8,390-11.0% | $13,129-43.1% | $7,234+3.2% |