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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 | $42,241 | $81,276-48.0% | $155,574-72.8% | $80,925-47.8% |
| Participation rate | 96.5% | 66.2%+30.2pp | 78.2%+18.3pp | 67.7%+28.8pp |
| Annual return | 10.43% | 33.36%-22.9pp | 64.87%-54.4pp | 35.65%-25.2pp |
| Employer contribution / active EE | $4,778 | $3,103+54.0% | $4,676+2.2% | $2,756+73.3% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,852 | $7,993-76.8% | $15,914-88.4% | $6,940-73.3% |