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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 | $26,640 | $89,259-70.2% | $107,187-75.1% | $82,637-67.8% |
| Participation rate | 96.9% | 67.9%+28.9pp | 75.0%+21.9pp | 68.1%+28.8pp |
| Annual return | 7.58% | 21.02%-13.4pp | 204.55%-197.0pp | 53.51%-45.9pp |
| Employer contribution / active EE | $3,555 | $3,080+15.4% | $3,782-6.0% | $2,552+39.3% |
| Participant deferral / active EE | $5,302 | $4,037+31.3% | $5,096+4.0% | $4,126+28.5% |
| Admin fee / account holder | $882 | $7,381-88.1% | $9,162-90.4% | $7,339-88.0% |