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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 | $46,695 | $108,825-57.1% | $156,181-70.1% | $82,448-43.4% |
| Participation rate | 91.3% | 72.4%+18.9pp | 78.8%+12.5pp | 68.1%+23.2pp |
| Annual return | 11.65% | 20.59%-8.9pp | 64.87%-53.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,669 | $2,870-41.9% | $4,294-61.1% | $2,551-34.6% |
| Participant deferral / active EE | $4,178 | $4,577-8.7% | $6,132-31.9% | $4,139+0.9% |
| Admin fee / account holder | $6,910 | $9,341-26.0% | $14,586-52.6% | $7,234-4.5% |