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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 | $40,596 | $71,230-43.0% | $93,727-56.7% | $80,959-49.9% |
| Participation rate | 86.7% | 60.4%+26.3pp | 68.7%+18.0pp | 67.7%+19.0pp |
| Annual return | 9.24% | 11.26%-2.0pp | 133.83%-124.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $2,293 | $1,565+46.5% | $2,421-5.3% | $2,757-16.8% |
| Participant deferral / active EE | $4,138 | $4,037+2.5% | $4,417-6.3% | $4,300-3.8% |
| Admin fee / account holder | $452 | $6,961-93.5% | $8,292-94.5% | $6,925-93.5% |