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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 | $51,918 | $81,276-36.1% | $155,574-66.6% | $80,925-35.8% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 10.36% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $4,925 | $3,103+58.7% | $4,676+5.3% | $2,756+78.7% |
| Participant deferral / active EE | $3,567 | $3,453+3.3% | $5,629-36.6% | $4,299-17.0% |
| Admin fee / account holder | $10,539 | $7,993+31.8% | $15,914-33.8% | $6,940+51.9% |