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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 | $40,405 | $65,027-37.9% | $90,970-55.6% | $79,852-49.4% |
| Participation rate | 98.3% | 61.6%+36.7pp | 69.0%+29.3pp | 69.6%+28.6pp |
| Annual return | 7.63% | 30.45%-22.8pp | 134.58%-126.9pp | 31.72%-24.1pp |
| Employer contribution / active EE | $2,055 | $1,247+64.8% | $2,122-3.2% | $2,471-16.8% |
| Participant deferral / active EE | $3,581 | $2,512+42.5% | $3,373+6.1% | $3,740-4.3% |
| Admin fee / account holder | $3,847 | $4,535-15.2% | $5,960-35.5% | $5,306-27.5% |