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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 | $54,399 | $106,524-48.9% | $152,301-64.3% | $87,485-37.8% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.4%+14.1pp | 68.9%+27.6pp |
| Annual return | 14.03% | 26.89%-12.9pp | 80.50%-66.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $649 | $3,371-80.8% | $4,624-86.0% | $2,596-75.0% |
| Participant deferral / active EE | $5,562 | $6,525-14.8% | $8,004-30.5% | $4,274+30.1% |
| Admin fee / account holder | $7,589 | $8,287-8.4% | $14,398-47.3% | $7,775-2.4% |