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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 | $26,904 | $64,920-58.6% | $103,693-74.1% | $86,983-69.1% |
| Participation rate | 81.6% | 63.6%+18.0pp | 72.6%+8.9pp | 69.5%+12.0pp |
| Annual return | 3.95% | 30.29%-26.3pp | 47.61%-43.7pp | 25.83%-21.9pp |
| Employer contribution / active EE | $7,558 | $2,141+253.0% | $2,920+158.8% | $2,584+192.4% |
| Participant deferral / active EE | $3,060 | $3,241-5.6% | $4,579-33.2% | $4,194-27.0% |
| Admin fee / account holder | $2,611 | $6,191-57.8% | $7,858-66.8% | $7,856-66.8% |