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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 | $29,700 | $48,337-38.6% | $67,560-56.0% | $80,959-63.3% |
| Participation rate | 78.7% | 66.4%+12.3pp | 72.9%+5.8pp | 67.7%+11.0pp |
| Annual return | 8.63% | 18.26%-9.6pp | 3533.50%-3524.9pp | 35.67%-27.0pp |
| Employer contribution / active EE | $2,209 | $2,023+9.2% | $2,737-19.3% | $2,757-19.9% |
| Participant deferral / active EE | $3,245 | $2,928+10.8% | $4,004-19.0% | $4,300-24.5% |
| Admin fee / account holder | $1,616 | $3,695-56.3% | $3,994-59.5% | $6,925-76.7% |