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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 | $36,674 | $63,355-42.1% | $91,994-60.1% | $72,983-49.8% |
| Participation rate | 82.5% | 72.5%+9.9pp | 78.6%+3.8pp | 69.5%+13.0pp |
| Annual return | 5.58% | 35.35%-29.8pp | 69.03%-63.4pp | 81.01%-75.4pp |
| Employer contribution / active EE | $2,783 | $2,116+31.5% | $3,452-19.4% | $2,440+14.0% |
| Participant deferral / active EE | $3,963 | $4,883-18.8% | $5,923-33.1% | $3,608+9.9% |
| Admin fee / account holder | $2,798 | $4,668-40.1% | $7,743-63.9% | $5,124-45.4% |