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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 | $34,858 | $75,541-53.9% | $152,093-77.1% | $82,637-57.8% |
| Participation rate | 78.4% | 66.5%+11.8pp | 77.8%+0.6pp | 68.1%+10.3pp |
| Annual return | 11.19% | 32.56%-21.4pp | 66.36%-55.2pp | 53.51%-42.3pp |
| Employer contribution / active EE | $1,525 | $2,622-41.8% | $4,175-63.5% | $2,552-40.2% |
| Participant deferral / active EE | $3,375 | $3,206+5.3% | $5,451-38.1% | $4,126-18.2% |
| Admin fee / account holder | $11,907 | $6,405+85.9% | $14,497-17.9% | $7,339+62.2% |