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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 | $51,747 | $106,749-51.5% | $145,433-64.4% | $82,448-37.2% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 12.18% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,197 | $3,444-36.2% | $4,554-51.8% | $2,551-13.9% |
| Participant deferral / active EE | $8,165 | $6,519+25.3% | $7,897+3.4% | $4,139+97.3% |
| Admin fee / account holder | $3,990 | $8,390-52.4% | $13,129-69.6% | $7,234-44.8% |