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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 | $38,490 | $88,672-56.6% | $105,223-63.4% | $82,448-53.3% |
| Participation rate | 93.8% | 67.9%+25.8pp | 75.0%+18.7pp | 68.1%+25.7pp |
| Annual return | 11.64% | 30.86%-19.2pp | 180.65%-169.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,547 | $3,048-49.3% | $3,689-58.1% | $2,551-39.4% |
| Participant deferral / active EE | $3,325 | $4,036-17.6% | $5,072-34.4% | $4,139-19.7% |
| Admin fee / account holder | $652 | $7,146-90.9% | $8,859-92.6% | $7,234-91.0% |