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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 | $50,120 | $65,395-23.4% | $182,540-72.5% | $72,975-31.3% |
| Participation rate | 92.9% | 65.4%+27.4pp | 78.0%+14.9pp | 69.5%+23.4pp |
| Annual return | 14.85% | 27.68%-12.8pp | 148.58%-133.7pp | 81.01%-66.2pp |
| Employer contribution / active EE | $2,481 | $1,911+29.8% | $4,076-39.1% | $2,440+1.7% |
| Participant deferral / active EE | $3,570 | $3,563+0.2% | $5,525-35.4% | $3,608-1.1% |
| Admin fee / account holder | $2,114 | $4,245-50.2% | $8,593-75.4% | $5,124-58.7% |