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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 | $41,677 | $84,236-50.5% | $170,439-75.5% | $70,124-40.6% |
| Participation rate | 88.0% | 70.8%+17.2pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 9.92% | 23.06%-13.1pp | 205.94%-196.0pp | 73.14%-63.2pp |
| Employer contribution / active EE | $1,464 | $3,387-56.8% | $5,433-73.1% | $2,342-37.5% |
| Participant deferral / active EE | $1,572 | $3,086-49.1% | $4,939-68.2% | $3,332-52.8% |
| Admin fee / account holder | $7,020 | $5,698+23.2% | $13,881-49.4% | $4,645+51.1% |