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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 | $26,783 | $81,358-67.1% | $155,556-82.8% | $80,959-66.9% |
| Participation rate | 86.8% | 66.3%+20.6pp | 78.2%+8.6pp | 67.7%+19.2pp |
| Annual return | 7.06% | 33.39%-26.3pp | 64.84%-57.8pp | 35.67%-28.6pp |
| Employer contribution / active EE | $2,192 | $3,106-29.4% | $4,675-53.1% | $2,757-20.5% |
| Participant deferral / active EE | $2,151 | $3,455-37.7% | $5,631-61.8% | $4,300-50.0% |
| Admin fee / account holder | $4,154 | $7,994-48.0% | $15,885-73.8% | $6,925-40.0% |