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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 | $36,615 | $84,236-56.5% | $170,439-78.5% | $70,124-47.8% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 11.95% | 23.06%-11.1pp | 205.94%-194.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $937 | $3,387-72.3% | $5,433-82.7% | $2,342-60.0% |
| Participant deferral / active EE | $4,441 | $3,086+43.9% | $4,939-10.1% | $3,332+33.3% |
| Admin fee / account holder | $1,025 | $5,698-82.0% | $13,881-92.6% | $4,645-77.9% |