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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 | $46,214 | $39,132+18.1% | $57,196-19.2% | $62,881-26.5% |
| Participation rate | 92.3% | 70.5%+21.8pp | 75.3%+17.0pp | 69.3%+23.0pp |
| Annual return | 0.73% | 9.24%-8.5pp | 14.59%-13.9pp | 20.14%-19.4pp |
| Employer contribution / active EE | $2,035 | $1,874+8.6% | $2,683-24.2% | $2,281-10.8% |
| Participant deferral / active EE | $7,105 | $2,374+199.3% | $3,096+129.5% | $3,203+121.8% |
| Admin fee / account holder | $4,571 | $2,594+76.2% | $3,141+45.6% | $4,296+6.4% |