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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 | $37,685 | $81,276-53.6% | $155,574-75.8% | $80,925-53.4% |
| Participation rate | 87.2% | 66.2%+20.9pp | 78.2%+9.0pp | 67.7%+19.5pp |
| Annual return | 5.99% | 33.36%-27.4pp | 64.87%-58.9pp | 35.65%-29.7pp |
| Employer contribution / active EE | $2,927 | $3,103-5.7% | $4,676-37.4% | $2,756+6.2% |
| Participant deferral / active EE | $1,727 | $3,453-50.0% | $5,629-69.3% | $4,299-59.8% |
| Admin fee / account holder | $8,245 | $7,993+3.1% | $15,914-48.2% | $6,940+18.8% |