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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 | $35,063 | $99,875-64.9% | $146,866-76.1% | $86,983-59.7% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 13.74% | 28.10%-14.4pp | 102.85%-89.1pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,362 | $3,224-26.7% | $4,425-46.6% | $2,584-8.6% |
| Participant deferral / active EE | $4,776 | $6,322-24.5% | $7,759-38.5% | $4,194+13.9% |
| Admin fee / account holder | $11,087 | $7,838+41.5% | $13,620-18.6% | $7,856+41.1% |