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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 | $106,524-51.4% | $152,301-66.0% | $87,485-40.9% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 12.18% | 26.89%-14.7pp | 80.50%-68.3pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,197 | $3,371-34.8% | $4,624-52.5% | $2,596-15.4% |
| Participant deferral / active EE | $8,165 | $6,525+25.1% | $8,004+2.0% | $4,274+91.1% |
| Admin fee / account holder | $3,990 | $8,287-51.8% | $14,398-72.3% | $7,775-48.7% |