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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 | $50,204 | $45,087+11.3% | $69,483-27.7% | $72,976-31.2% |
| Participation rate | 96.8% | 68.5%+28.3pp | 74.6%+22.2pp | 69.5%+27.3pp |
| Annual return | 4.53% | 22.67%-18.1pp | 28.99%-24.5pp | 81.02%-76.5pp |
| Employer contribution / active EE | $6,107 | $2,055+197.2% | $2,780+119.7% | $2,440+150.3% |
| Participant deferral / active EE | $6,923 | $2,603+166.0% | $3,537+95.8% | $3,608+91.9% |
| Admin fee / account holder | $1,717 | $3,057-43.8% | $3,841-55.3% | $5,124-66.5% |