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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 | $48,186 | $86,949-44.6% | $102,460-53.0% | $80,959-40.5% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.7%+25.4pp |
| Annual return | 6.54% | 18.89%-12.4pp | 29.47%-22.9pp | 35.67%-29.1pp |
| Employer contribution / active EE | $1,581 | $2,370-33.3% | $3,025-47.7% | $2,757-42.7% |
| Participant deferral / active EE | $2,418 | $4,121-41.3% | $5,056-52.2% | $4,300-43.8% |
| Admin fee / account holder | $5,550 | $8,048-31.0% | $9,460-41.3% | $6,925-19.9% |