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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 | $34,089 | $77,638-56.1% | $156,551-78.2% | $62,881-45.8% |
| Participation rate | 93.9% | 71.2%+22.7pp | 84.0%+9.9pp | 69.3%+24.6pp |
| Annual return | 3.16% | 50.33%-47.2pp | 32.23%-29.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $3,454 | $3,444+0.3% | $5,501-37.2% | $2,281+51.4% |
| Participant deferral / active EE | $2,510 | $3,046-17.6% | $4,871-48.5% | $3,203-21.6% |
| Admin fee / account holder | $614 | $5,561-89.0% | $13,028-95.3% | $4,296-85.7% |