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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 | $106,749-66.5% | $145,433-75.4% | $82,448-56.6% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 12.69% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $729 | $3,444-78.8% | $4,554-84.0% | $2,551-71.4% |
| Participant deferral / active EE | $3,513 | $6,519-46.1% | $7,897-55.5% | $4,139-15.1% |
| Admin fee / account holder | $3,801 | $8,390-54.7% | $13,129-71.0% | $7,234-47.5% |