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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 | $43,656 | $91,167-52.1% | $178,498-75.5% | $79,858-45.3% |
| Participation rate | 95.2% | 69.2%+26.0pp | 81.9%+13.3pp | 69.6%+25.6pp |
| Annual return | 9.62% | 24.19%-14.6pp | 151.09%-141.5pp | 31.72%-22.1pp |
| Employer contribution / active EE | $4,117 | $3,255+26.5% | $5,011-17.9% | $2,471+66.6% |
| Participant deferral / active EE | $4,145 | $3,236+28.1% | $5,202-20.3% | $3,740+10.8% |
| Admin fee / account holder | $1,066 | $6,747-84.2% | $13,985-92.4% | $5,306-79.9% |