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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 | $31,913 | $88,360-63.9% | $145,433-78.1% | $67,986-53.1% |
| Participation rate | 81.0% | 65.5%+15.5pp | 82.1%-1.1pp | 57.2%+23.8pp |
| Annual return | 11.98% | 63.15%-51.2pp | 66.58%-54.6pp | 31.67%-19.7pp |
| Employer contribution / active EE | $2,282 | $3,054-25.3% | $4,554-49.9% | $2,019+13.0% |
| Participant deferral / active EE | $3,392 | $5,932-42.8% | $7,897-57.0% | $3,358+1.0% |
| Admin fee / account holder | $3,818 | $3,313+15.2% | $13,129-70.9% | $3,203+19.2% |