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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 | $49,804 | $86,940-42.7% | $102,434-51.4% | $80,935-38.5% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.7%+28.6pp |
| Annual return | 10.22% | 18.89%-8.7pp | 29.46%-19.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $2,636 | $2,370+11.2% | $3,023-12.8% | $2,757-4.4% |
| Participant deferral / active EE | $5,711 | $4,121+38.6% | $5,055+13.0% | $4,299+32.8% |
| Admin fee / account holder | $2,835 | $8,047-64.8% | $9,462-70.0% | $6,924-59.1% |