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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 | $35,766 | $101,798-64.9% | $165,071-78.3% | $80,935-55.8% |
| Participation rate | 97.5% | 71.8%+25.7pp | 78.6%+18.9pp | 67.7%+29.8pp |
| Annual return | 8.84% | 16.73%-7.9pp | 70.17%-61.3pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,550 | $2,954-47.5% | $4,347-64.3% | $2,757-43.8% |
| Participant deferral / active EE | $4,576 | $4,476+2.2% | $6,035-24.2% | $4,299+6.4% |
| Admin fee / account holder | $1,436 | $8,221-82.5% | $12,695-88.7% | $6,924-79.3% |