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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 | $31,932 | $78,690-59.4% | $161,489-80.2% | $87,485-63.5% |
| Participation rate | 98.5% | 67.5%+31.0pp | 78.7%+19.8pp | 68.9%+29.6pp |
| Annual return | 11.36% | 32.74%-21.4pp | 89.72%-78.4pp | 26.06%-14.7pp |
| Employer contribution / active EE | $2,223 | $2,588-14.1% | $4,268-47.9% | $2,596-14.4% |
| Participant deferral / active EE | $2,301 | $3,311-30.5% | $5,630-59.1% | $4,274-46.1% |
| Admin fee / account holder | $704 | $6,724-89.5% | $16,006-95.6% | $7,775-90.9% |