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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 | $31,842 | $78,690-59.5% | $161,489-80.3% | $87,485-63.6% |
| Participation rate | 85.7% | 67.5%+18.2pp | 78.7%+7.0pp | 68.9%+16.8pp |
| Annual return | 12.50% | 32.74%-20.2pp | 89.72%-77.2pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,707 | $2,588-34.0% | $4,268-60.0% | $2,596-34.2% |
| Participant deferral / active EE | $2,089 | $3,311-36.9% | $5,630-62.9% | $4,274-51.1% |
| Admin fee / account holder | $3,327 | $6,724-50.5% | $16,006-79.2% | $7,775-57.2% |