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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 | $35,132 | $48,078-26.9% | $78,676-55.3% | $62,881-44.1% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 2.73% | 31.36%-28.6pp | 62.19%-59.5pp | 20.14%-17.4pp |
| Employer contribution / active EE | $5,196 | $2,015+157.9% | $2,850+82.3% | $2,281+127.8% |
| Participant deferral / active EE | $3,557 | $2,587+37.5% | $3,517+1.1% | $3,203+11.0% |
| Admin fee / account holder | $875 | $3,206-72.7% | $4,510-80.6% | $4,296-79.6% |