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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 | $35,754 | $106,524-66.4% | $152,301-76.5% | $87,485-59.1% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.4%+0.9pp | 68.9%+14.4pp |
| Annual return | 12.69% | 26.89%-14.2pp | 80.50%-67.8pp | 26.06%-13.4pp |
| Employer contribution / active EE | $729 | $3,371-78.4% | $4,624-84.2% | $2,596-71.9% |
| Participant deferral / active EE | $3,513 | $6,525-46.2% | $8,004-56.1% | $4,274-17.8% |
| Admin fee / account holder | $3,801 | $8,287-54.1% | $14,398-73.6% | $7,775-51.1% |