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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 | $46,444 | $67,602-31.3% | $82,312-43.6% | $70,126-33.8% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+20.9pp | 69.5%+28.2pp |
| Annual return | 11.72% | 21.57%-9.8pp | 25.88%-14.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $9,702 | $1,755+452.8% | $2,428+299.5% | $2,343+314.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,160 | $4,512-7.8% | $5,608-25.8% | $4,645-10.4% |