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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 | $24,031 | $58,848-59.2% | $88,179-72.7% | $82,637-70.9% |
| Participation rate | 95.6% | 57.9%+37.7pp | 69.1%+26.4pp | 68.1%+27.5pp |
| Annual return | 13.01% | 22.76%-9.7pp | 64.97%-52.0pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,599 | $1,678-4.7% | $2,549-37.3% | $2,552-37.4% |
| Participant deferral / active EE | $3,777 | $3,124+20.9% | $4,614-18.1% | $4,126-8.5% |
| Admin fee / account holder | $1,118 | $4,795-76.7% | $7,673-85.4% | $7,339-84.8% |