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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 | $71,057-42.9% | $93,654-56.7% | $80,874-49.8% |
| Participation rate | 86.7% | 60.4%+26.3pp | 68.7%+17.9pp | 67.6%+19.0pp |
| Annual return | 9.24% | 11.26%-2.0pp | 133.34%-124.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $2,293 | $1,564+46.6% | $2,421-5.3% | $2,756-16.8% |
| Participant deferral / active EE | $4,138 | $4,034+2.6% | $4,413-6.2% | $4,297-3.7% |
| Admin fee / account holder | $452 | $6,944-93.5% | $8,282-94.5% | $6,935-93.5% |