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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 | $35,833 | $58,627-38.9% | $76,735-53.3% | $82,448-56.5% |
| Participation rate | 91.7% | 63.2%+28.4pp | 69.5%+22.2pp | 68.1%+23.6pp |
| Annual return | 12.43% | 39.10%-26.7pp | 29.77%-17.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $595 | $1,729-65.6% | $2,454-75.8% | $2,551-76.7% |
| Participant deferral / active EE | $4,404 | $3,134+40.5% | $4,088+7.7% | $4,139+6.4% |
| Admin fee / account holder | $3,586 | $5,323-32.6% | $7,189-50.1% | $7,234-50.4% |