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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 | $81,331-67.1% | $155,534-82.8% | $80,935-66.9% |
| Participation rate | 86.8% | 66.3%+20.6pp | 78.2%+8.6pp | 67.7%+19.2pp |
| Annual return | 7.06% | 33.37%-26.3pp | 64.92%-57.9pp | 35.66%-28.6pp |
| Employer contribution / active EE | $2,192 | $3,105-29.4% | $4,675-53.1% | $2,757-20.5% |
| Participant deferral / active EE | $2,151 | $3,454-37.7% | $5,630-61.8% | $4,299-50.0% |
| Admin fee / account holder | $4,154 | $7,999-48.1% | $15,900-73.9% | $6,924-40.0% |